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You are here: Manager factsheet

Paul Morgan, CFA

Barings Intl Fund Mgr (Ire) Lt, Barings Fund Managers Limited
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Manager profile
Paul Morgan is a Portfolio Manager and Analyst in the Barings’ Global Developed Equities – Europe Team. He acts as a co-manager on the Barings Europa, Barings European Growth and Barings Global Dividend Champions funds. Paul has worked in the industry since 1995. Prior to joining the firm in 2007, he worked for Brown Shipley & Co, where he was an Equity Fund Manager responsible for UK equities. Paul holds a BSc (Hons) in Mathematics and Economics from the University of Hertfordshire and holds the ASIP and CFA qualifications.
Total return for Paul Morgan, CFA
Discrete calendar year performance : Paul Morgan, CFA

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
Paul Morgan, CFA 7.9 17.3 -11.2 21.0 - - - - - -
Peer Group Composite 11.1 12.9 -12.0 24.8 - - - - - -
Over / Under -3.2 4.4 0.8 -3.8 - - - - - -
Performance vs peer group composite: Paul Morgan, CFA
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
Outperformed peer group composite
2 years
out of a possible 4
Overall markets
Underperformed peer group composite
2 years
out of a possible 4
Rising markets
Outperformed peer group composite
1 year
out of a possible 3
Falling markets
Outperformed peer group composite
1 year
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
Barings Europa Co-managed FO Equity - Europe inc UK since Feb 01 2020 to present
Barings European Growth Trust Co-managed UT Europe Excluding UK since Feb 01 2020 to present
Barings German Growth Co-managed FO Equity - Europe Single Country since Feb 01 2020 to present
Barings German Growth Trust Co-managed UT Specialist since Feb 01 2020 to present
Funds managed previously
Fund Periods
FP Brown Shipley UK Special Situations since Jan 01 2004 to Dec 17 2007
Barings Global Dividend Champions CL since Jul 07 2020 to fund close
FP Brown Shipley UK Flagship since Jun 28 2004 to Sep 30 2006
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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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