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You are here: Manager factsheet

Emma Mogford

Premier Miton Investors
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Manager profile
Emma Mogford joined Premier Miton in November 2020 and is manager of two Premier Miton UK equity income funds and co-manager of the Optimum Income Fund. Emma joined Premier Miton from Newton Investment Management where she was lead manager of the BNY Mellon UK Income Fund (Nov 2017-Sept 2020), as part of the Newton global income team and lead manager of the BNY Mellon Continental European Fund (Jul 2015 – Nov 2018). She was previously manager of the Neptune UK Higher Income Fund (Oct 2010 – July 2013). Emma is a CFA charterholder.
Total return for Emma Mogford
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
 
 
 
 
 
55-91m
 
 
 
 
 
 
 
 
 
67-103m
 
 
 
 
 
 
 
 
 
79-115m
 
 
 
 
 
 
 
 
 
91-127m
 
 
 
 
 
 
 
 
 
103-139m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Emma Mogford

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
Emma Mogford 13.3 1.8 7.6 5.7 -13.7 -3.0 2.4 30.1 0.0 -
Peer Group Composite 14.8 -1.9 5.5 12.6 -15.2 -6.8 2.3 33.0 -1.7 -
Over / Under -1.5 3.7 2.1 -6.9 1.5 3.8 0.1 -2.9 1.7 -
Performance vs peer group composite: Emma Mogford
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
6 years
out of a possible 9
 
Overall markets
Up
Underperformed peer group composite
3 years
out of a possible 9
 
Rising markets
UpDown
Outperformed peer group composite
2 years
out of a possible 5
 
Falling markets
UpDown
Outperformed peer group composite
4 years
out of a possible 4
Funds currently managed
Fund Sole/Co-managed Sector Periods
Premier Miton Monthly Income Lead manager UT UK Equity Income since Nov 18 2020 to present
Premier Miton Optimum Income Co-managed UT UK Equity Income since Nov 19 2020 to present
Funds managed previously
Fund Periods
Liontrust Income since Feb 01 2009 to May 31 2013
BNY Mellon Sustainable European Opportunities since Jul 21 2015 to Nov 30 2018
Neptune UK Higher Income since Sep 30 2010 to May 31 2013
Premier Miton Income since Nov 19 2020 to fund close
BNY Mellon UK Income since Jul 01 2019 to Sep 24 2020
Liontrust Balanced since Dec 01 2012 to May 31 2013
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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