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You are here: Manager factsheet

Samuel Morse

FE fundinfo Alpha Manager
Fidelity International (FIL In, Fidelity (FIL Invt Intl), 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 Samuel Morse
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
 
 
 
 
 
53-89m
 
 
 
 
 
 
 
 
 
65-101m
 
 
 
 
 
 
 
 
 
77-113m
 
 
 
 
 
 
 
 
 
89-125m
 
 
 
 
 
 
 
 
 
101-137m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Samuel 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
Samuel Morse 16.1 11.2 10.6 28.6 -1.4 9.2 9.5 20.7 -4.2 13.2
Peer Group Composite 13.9 5.2 2.9 43.4 -9.5 -1.1 6.8 25.0 -4.2 10.3
Over / Under 2.2 6.0 7.7 -14.8 8.1 10.3 2.7 -4.3 0.0 2.9
Performance vs peer group composite: Samuel 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
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
5 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
3 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Fidelity European Lead manager UT Europe Excluding UK since Dec 01 2009 to present
Fidelity European Trust Lead manager IT Europe since Jan 01 2011 to present
Omnis European Equity Leaders Co-managed UT Europe Excluding UK since Oct 01 2020 to present
Funds managed previously
Fund Periods
Fidelity Moneybuilder Growth since Apr 14 1994 to Jul 31 1997
Fidelity Moneybuilder Growth since Dec 01 2006 to Nov 30 2009
Fidelity Moneybuilder Dividend since Aug 01 1995 to Oct 31 1996
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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