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M&G Prudent Allocation EUR A Acc

Ranked 56 out of 902 in - Conservative EUR over 12 months
All calculations are in USD unless stated

Managed by

Craig Moran

Juan Nevado

Juan Nevado is based in London where he is a portfolio manager at M&G Investments. He is responsible for managing a number of funds for the firm, investing across the asset spectrum with a macro-based approach. Juan graduated from the London School of Economics and Warwick University with a BSc and MA in Economics. Outside of work he lists golf, soccer and music among his interests.

Objective

The Fund aims to deliver a positive total return in any three year period from a flexibly managed portfolio of global assets. There is no guarantee that the Fund will achieve a positive return over this, or any other, period and investors may not recoup the original amount they invested. The Fund may invest in a range of fixed income assets, equities, collective investment schemes, other transferable securities, cash and near cash, deposits, warrants and money market instruments. Derivatives may also be used, for both hedging and investment purposes.

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

Performance

Conservative EUR over : 31/12/2016 - 31/12/2017
  • Rank 56/902 Total Return
  • Rank 789/902 Standard Deviation
  • Rank 666/902 Max Drawdown

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 20.5% 3.8% 8.5% 4.9% 1.9%
2016 6.0% 5.6% -1.7% 3.3% -1.2%
2015 -4.6% -1.8%

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

Fund Info

  • Launch date23/04/2015
  • Share Class size2,202Mn
  • Base currencyEUR
  • ISIN GB00BV8BTV53

Purchase Info

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

Charges

  • Annual management1.40%
  • Initial investment1.4

Related News

M&G transfers four funds to Lux platform ahead of Brexit

The UK firm is kick-starting its previously delayed transfer to avoid any disruption the UK's exit from the European Union will cause to its investors and business.

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).