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M&G Income Allocation EUR A Acc

Ranked 516 out of 2140 in - Flexible EUR over 12 months
All calculations are in USD unless stated

Managed by

Steven Andrew

As a fund manager at M&G, Steven Andrew is responsible for the M&G Episode Income Fund, which he has run since first becoming a fund manager for the company in 2010. The fund follows a top-down investment style, focusing on macro factors with a behavioural finance overlay. This investment philosophy has allowed the fund to offer returns in various market conditions, and Andrew believes that the fund is robust enough to continue to do so in the future. Andrew studied Financial Economics at the University of London.

Objective

The fund aims to generate a growing level of income over the medium term through investment in a range of global assets. The fund also aims to provide capital growth over the long term. The Fund can invest in transferable securities such as equities and fixed income assets (including, but not limited to, corporate bonds and government and public securities), warrants, money market instruments, deposits, cash and near cash.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Flexible EUR over : 31/10/2016 - 31/10/2017
  • Rank 516/2140 Total Return
  • Rank 225/2140 Standard Deviation
  • Rank 217/2140 Max Drawdown

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 4.1% 8.4% 3.8%
2016 6.5% 4.9% -3.2% 5.7% -0.7%
2015 -11.5% -4.4% -1.0% -6.6% 0.1%
2014 1.5% 3.3% 4.2% -6.3% 0.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Denmark
  4. Finland
  5. France
  6. Germany
  7. Ireland
  8. Italy
  9. Luxembourg
  10. Netherlands
  11. Norway
  12. Portugal
  13. Singapore
  14. Spain
  15. Sweden
  16. Switzerland
  17. Taiwan

Fund Info

  • Launch date07/11/2013
  • Share Class size998Mn
  • Base currencyEUR
  • ISIN GB00BBCR3283

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment75

Charges

  • Annual management1.50%

Related News

M&G delays transfer of UK-based funds to Luxembourg

The firm signed a distribution agreement to bring its funds to Latin America earlier this year.

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).