Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.
Please see terms and conditions for restrictions on use of Citywire's Fund Manager database.

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

Citywire Ratings are rewarded for risk adjusted outperformance of benchmarks we select independently More information on how Ratings are calculated

Morten Borg

Morten Borg

About Morten Borg

Morten Borg was born in Denmanrk in 1970. He attended the University of Aarhus where he studied Finance. Morten holds a Masters in Economics and has been a chartered financial analyst since 2005. He started his career as an analyst at Midtbank in Denmark in 1996 and then moved to Jyske Invest in 1999 as a portfolio manager. He currently manages the Jyske Invest European Equities Fund and describes his investment style as VAMOS (valuation, momentum and strength). Outside of fund management, Morten likes nothing better than spending time with his family. He enjoys soccer, music and going to the cinema and theatre.

Are you Morten Borg?

Citywire Rating: Not Eligible

Morten Borg does not currently have the required track record to be eligible for a Citywire Rating. See methodology

2007

  • SRated A in Sep 2007
  • ORated A in Oct 2007
  • NRated A in Nov 2007
  • DRated A in Dec 2007

2008

  • JRated A in Jan 2008
  • FNot rated in Feb 2008
  • MNot rated in Mar 2008
  • ANot rated in Apr 2008
  • MRated A in May 2008
  • JRated A in Jun 2008
  • JRated A in Jul 2008
  • ARated A in Aug 2008
  • SNot rated in Sep 2008
  • ONot rated in Oct 2008
  • NNot rated in Nov 2008
  • DNot rated in Dec 2008

2009

  • JNot rated in Jan 2009
  • FNot rated in Feb 2009
  • MNot rated in Mar 2009
  • ANot rated in Apr 2009
  • MNot rated in May 2009
  • JNot rated in Jun 2009
  • JNot rated in Jul 2009
  • ANot rated in Aug 2009
  • SNot rated in Sep 2009
  • ONot rated in Oct 2009
  • NNot rated in Nov 2009
  • DNot rated in Dec 2009

2010

  • JNot rated in Jan 2010
  • FNot rated in Feb 2010
  • MNot rated in Mar 2010
  • ANot rated in Apr 2010
  • MNot rated in May 2010
  • JNot rated in Jun 2010
  • JNot rated in Jul 2010
  • ANot rated in Aug 2010
  • SNot rated in Sep 2010
  • ONot rated in Oct 2010
  • NNot rated in Nov 2010
  • DNot rated in Dec 2010

2011

  • JNot rated in Jan 2011
  • FNot rated in Feb 2011
  • MNot rated in Mar 2011
  • ANot rated in Apr 2011
  • MNot rated in May 2011
  • JNot rated in Jun 2011
  • JNot rated in Jul 2011
  • ANot rated in Aug 2011
  • SNot rated in Sep 2011

Performance

over : 31/05/2017 - 31/05/2018
Rank 775/1600 Equity - US
Manager Return
775 Morten Borg 13.3%
775 Paulo Kol 13.3%
775 Daniel Coleman 13.3%
775 Theodore B. P. Jayne 13.3%

Total Return

Month by Month Performance

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -4.1%
2017 20.3% 4.9% 2.2% 4.4% 7.4%
2016 8.2% -0.4% -0.2% 5.1% 3.6%
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.