PLEASE TELL US A LITTLE ABOUT YOURSELF SO THAT WE CAN DISPLAY THE MOST
APPROPRIATE CONTENT TO YOU:

This site uses cookies. Some of the cookies are essential for parts of the site to operate and have already been set. You may delete and block all cookies from this site, but if you do, parts of the site may not work. To find out more about cookies used on Trustnet and how you can manage them, see our Privacy and Cookie Policy.

By clicking "I Agree" below, you acknowledge that you accept our Privacy Policy and Terms of Use.

For more information Click here

Login

Password Reminder
Not Registered? Click Here

Register

Register
It's look like you're leaving us

What would you like us to do with the funds you've selected

Show me all my options Forget them Save them
Customise this table
You are here: Manager factsheet

Emma Mogford
Premier Miton Investors, Thesis Unit Trust Mgmt Ltd
pdfIcon Manager factsheet pdf    rss feed RSS Feed
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
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 : 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 18.0 3.2 1.3 12.7 -15.6 - -3.6 16.3 17.0 4.8
Peer Group Composite 17.2 4.6 -6.1 18.6 -16.8 - -7.3 18.8 17.6 3.3
Over / Under 0.8 -1.4 7.4 -5.9 1.2 - 3.7 -2.5 -0.6 1.5
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
5 years
out of a possible 9
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 9
 
Rising markets
UpDown
Outperformed peer group composite
2 years
out of a possible 6
 
Falling markets
UpDown
Outperformed peer group composite
3 years
out of a possible 3
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
TM Tellworth UK Income & Growth Lead manager UT UK Equity Income since Jun 17 2024 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 Pan European Equity since Jul 21 2015 to fund close
BNY Mellon Growth and Income For Charities since Jan 01 2015 to Jun 29 2016
BNY Mellon UK Income since Jul 01 2019 to Sep 24 2020
Liontrust Balanced since Dec 01 2012 to May 31 2013
BNY Mellon UK Equity since Sep 26 2014 to Nov 30 2014
News & Research: Related articles sector Sector fund Fund group Group manager Manager
Group Redwheel’s Clay: I’d rather bet on designer handbags than semiconductors By Emma Wallis  22-Nov-2024
Group Redwheel’s Clay: Central banks will help governments to keep inflation elevated By Matteo Anelli  18-Nov-2024
Group Premier Miton US Opportunities: Trump will turbocharge economic growth By Matteo Anelli  15-Nov-2024
Group The immediate fund winners from Donald Trump’s election win By Gary Jackson  11-Nov-2024
Group How will US equity markets behave during Trump’s second term? By Emma Wallis  08-Nov-2024
Group Five funds to weather the storm of Trump’s second term By Matteo Anelli and Emma Wallis  08-Nov-2024
Group M&G sustainability range loses Square Mile ratings on fund merger plans By Gary Jackson  05-Nov-2024
Group Funds to ignite your portfolio on Bonfire Night By Matteo Anelli  05-Nov-2024
Group The multi-asset portfolios walking the tightrope between risk and reward By Patrick Sanders  25-Oct-2024
Group Investors need to mind the reality gap By Neil Birrell  10-Oct-2024
Group How the pros are positioned for the US election By Emma Wallis  07-Oct-2024
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.

LATEST :

Five reasons to keep hold of your defensive funds

13:00 | Monday, January 20, 2014

Close

You are currently using an old browser which will not be supported by Trustnet after 31/07/2016. To ensure you benefit from all features on the site, please update your browser.   Close

© Trustnet Limited 2024. All Rights Reserved.
Please read our Terms of Use / Disclaimer and Privacy and Cookie Policy.
Data supplied in conjunction with Refinitiv and London Stock Exchange Plc