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You are here: Manager factsheet

Elaine Morgan
Aegon Asset Management
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Manager profile
Elaine Morgan is an investment manager in the UK Equities team with responsibility for managing several funds. In addition, Elaine has analysis duties for the construction, household goods, software & computer services and renewables sectors, and is a small-cap specialist. She joined the industry and us in 1988 straight from the University of Edinburgh, where she studied Economics with Law, and gained her IIMR qualification in 1990.
Total return for Elaine Morgan
Manager career performance
Rolling Alpha Quartile: Discrete three year periods
Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.
 
Quartile 1
Quartile 2
Quartile 3
Quartile 4
 
 
 
 
 
60-96m
 
 
 
 
 
 
 
 
 
72-108m
 
 
 
 
 
 
 
 
 
84-120m
 
 
 
 
 
 
 
 
 
96-132m
 
 
 
 
 
 
 
 
 
108-144m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Elaine Morgan

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Elaine Morgan 25.1 -5.8 -37.2 43.6 0.5 8.3 -6.8 33.8 -2.4 24.6
Peer Group Composite 21.6 -5.5 -29.3 48.3 -1.6 4.6 -3.9 30.8 3.8 15.0
Over / Under 3.5 -0.3 -7.9 -4.7 2.1 3.7 -2.9 3.0 -6.2 9.6
Performance vs peer group composite: Elaine Morgan
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
5 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
5 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
4 years
out of a possible 6
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 4
Funds currently managed
Fund Sole/Co-managed Sector Periods
Aegon UK Smaller Companies Lead manager IA UK Smaller Companies since Jun 01 2006 to present
Funds managed previously
Fund Periods
Aegon Ethical Equity since Jan 01 1994 to Jan 01 1999
Aegon Ethical Equity since Jan 01 2024 to Jan 31 2024
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Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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