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You are here: Manager factsheet

Roger Morley

FE fundinfo Alpha Manager
MFS Meridian Funds, MFS Investments
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Manager profile
Roger M. Morley is an investment officer and an equity portfolio manager at MFS Investment Management® (MFS®). He is a co-portfolio manager of MFS Global Equity (since 2009), MFS Global Concentrated Equity (since 2012) and portfolio manager of the MFS Meridian Core European Equity (since 2008). As an equity portfolio manager, Roger is responsible for the final buy and sell decisions, portfolio construction, and risk and cash management. Additionally, he participates in the research process and strategy discussions. Roger is based in MFS' London office. Roger joined MFS as a research analyst in 2002 and was named portfolio manager in 2009. Prior to joining the firm, he worked in London for Deutsche Bank AG (formerly Bankers Trust Company and Alex. Brown & Sons), first as a financial analyst in the technology and media group and then as an associate in the health care group of the Global Investment Banking department. Roger is a graduate of Saint Catharine's College, University of Cambridge, where he earned a Master of Arts degree in History. He also earned a Master of Business Administration degree from INSEAD in Fontainebleau, France.
Total return for Roger Morley
Discrete calendar year performance : Roger Morley

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
Roger Morley 2.1 1.4 14.2 5.1 17.3 -2.4 14.6 26.9 1.2 13.7
Peer Group Composite 6.0 1.2 9.6 10.3 13.7 -4.9 13.0 24.8 -2.3 9.6
Over / Under -3.9 0.2 4.6 -5.2 3.6 2.5 1.6 2.1 3.5 4.1
Performance vs peer group composite: Roger Morley
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
8 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
2 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
6 years
out of a possible 8
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
MFS Meridian European Core Equity Lead manager IA Europe Including UK since Jun 01 2008 to present
MFS Inv Global Equity Co-managed FO Equity - Ethical since Oct 01 2009 to present
MFS Meridian Global Equity Co-managed IA Global since Oct 01 2009 to present
MFS Meridian Global Concentrated Co-managed IA Global since Jan 02 2012 to present
Funds managed previously
Fund Periods
No previously managed funds
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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