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Manager factsheet
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Manager profile
Portfolio Manager Sam Morse joined Fidelity in 1990 as a Research Analyst covering pan-European retail sectors and US furniture and carpet sectors. In 1994 he became Portfolio Manager, managing several retail UK equity funds and mandates. In 1997 Sam joined M&G as Head of UK Equities. During his time at M&G, Sam was responsible for a number of retail UK Equity funds including the M&G UK Growth Fund. In June 2004, Sam re-joined Fidelity as Head of the Institutional UK Equity Team. This role incorporated developing UK equity solutions for institutional clients as well as managing UK equity portfolios. From December 2009 Sam has managed the FIF European Fund. He also took over the responsibility for managing European Values PLC from January 2011. The importance of larger cap stocks to his alpha generation, and his low fund turnover, make Sam especially suitable for managing larger mandates, due to high fund capacity. Prior to joining Fidelity, Sam spent two years working for Hoare Govett in their Far East Equity Sales team. He has an M.B.A from INSEAD, France, as well as a BA from the University of North Carolina
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Annualised total return over 7.6 years |
-1.5% |
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1 year |
3 years |
5 years |
7 years |
10 years |
Sam Morse |
0.9 |
12.8 |
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Peer Group Composite
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0.9 |
3.6 |
- |
- |
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Over / Under |
0.0 |
9.2 |
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Total return for Sam Morse
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Discrete calendar year performance : Sam Morse
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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