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M&G Income Allocation EUR A Acc

Ranked 383 out of 2131 in - Flexible EUR over 12 months
All calculations are in EUR 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 : 31/03/2016 - 31/03/2017
  • Rank 383/2131 Total Return
  • Rank 1531/2131 Standard Deviation
  • Rank 1206/2131 Max Drawdown
Fund Name Currency Risk
1529 Bankoa Gestion Global, FI EUR

6.3

1530 GS&P Fonds GAP EUR

6.3

1531 M&G Income Allocation EUR A Acc EUR

6.3

1532 Special Opportunities OP EUR

6.3

1532 HeLa UI EUR

6.3

Fund Name Currency Loss
1206 Banco Madrid Dolphin Acciones, FI EUR

-2.3%

1206 Allianz Team Formule 1 EUR

-2.3%

1206 M&G Income Allocation EUR A Acc EUR

-2.3%

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 2.7%
2016 9.7% 0.0% -0.7% 4.5% 5.9%
2015 -1.5% 7.7% -4.5% -6.8% 2.8%
2014 15.6% 3.3% 4.9% 1.5% 5.2%

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 size893Mn
  • Base currencyEUR
  • ISIN GB00BBCR3283

Purchase Info

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

Charges

  • Annual management1.50%

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