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You are here: Manager factsheet

Sam Morse

Omnis Investments Ltd
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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
Total return for Sam Morse
Discrete calendar year performance : Sam Morse

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
Sam Morse 6.1 8.7 1.5 16.4 - - - - - -
Peer Group Composite 6.1 8.4 -7.0 15.1 - - - - - -
Over / Under 0.0 0.3 8.5 1.3 - - - - - -
Performance vs peer group composite: Sam Morse
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
3 years
out of a possible 4
 
Overall markets
Up
Underperformed peer group composite
1 year
out of a possible 4
 
Rising markets
UpDown
Outperformed peer group composite
2 years
out of a possible 3
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
Omnis European Equity Leaders Co-managed IA Unclassified since Oct 01 2020 to present
Funds managed previously
Fund Periods
M&G UK Sustain Paris Aligned since Oct 01 1997 to May 31 2000
M&G UK Sustain Paris Aligned since Sep 28 2001 to Sep 28 2003
M&G Blue Chip since Jan 01 2001 to Nov 01 2002
M&G Episode Growth since Apr 30 2001 to Jul 31 2002
M&G Strategic Growth since Sep 01 2001 to Sep 30 2001
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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