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This Fund Manager Rating is based on the Citywire Long Only ratings methodology

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Filipe Bergaña

Filipe Bergaña

Showing manager performance in United Kingdom View performance globally

About Filipe Bergaña

Filipe Bergaña joined GLG in 2017 from W4i, an European long-only boutique that he cofounded. Before that, he spent three years with Och-Ziff and, prior to this he spent four years with Fidelity International where he worked alongside Firmino Morgado. Before joining Fidelity, Bergaña held roles within BlackRock’s European equity team in London and at Merrill Lynch Investment Managers in Madrid. Bergaña is an experienced investor with a career in fund management that spans over 15 years. He is a CFA charterholder and holds a BSc in economics from Nova School of Business and Economics in Lisbon.

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Citywire Rating: + rated

2018

  • ARated AA in Apr 2018
  • MRated AA in May 2018
  • JRated AA in Jun 2018
  • JRated AA in Jul 2018
  • ARated AA in Aug 2018
  • SRated AA in Sep 2018
  • ORated A in Oct 2018
  • NRated A in Nov 2018
  • DRated A in Dec 2018

2019

  • JRated A in Jan 2019
  • FRated Plus in Feb 2019
  • MRated Plus in Mar 2019
  • ARated Plus in Apr 2019

Performance

Equity - Europe Income
over : 31/03/2018 - 31/03/2019
Manager Return
31 Eric Labbé -4.5%
32 Victoria Leggett -4.9%
33 Firmino Morgado -5.3%
33 Filipe Bergaña -5.3%
35 Phil Cliff -5.8%

Total Return

Month by Month Performance

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 5.9%
2018 -13.2% -3.0% -1.0% 2.0% -11.4%
2017 3.5%
Citywire Discovery Source: Citywire Discovery Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated)..Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.