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M&G Income Allocation EUR A Acc

Ranked 421 out of 2139 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 : 30/09/2016 - 30/09/2017
  • Rank 421/2139 Total Return
  • Rank 1059/2139 Standard Deviation
  • Rank 364/2139 Max Drawdown
Fund Name Currency Return
419 FCP Kiwi EUR

10.7%

420 FondsSecure Systematik EUR

10.6%

421 M&G Income Allocation EUR A Acc EUR

10.6%

422 EMAXVA EUR

10.6%

422 Vasko EUR

10.6%

Fund Name Currency Loss
364 Dynamik Ertrag EUR

-0.9%

364 PLB Patrimoine EUR

-0.9%

364 M&G Income Allocation EUR A Acc EUR

-0.9%

364 Optivalor C EUR

-0.9%

364 Onyx 1 EUR

-0.9%

364 Bethmann Stiftungsfonds P EUR

-0.9%

364 A&G Global SICAV-Kilmallock Fund EUR

-0.9%

364 GMP - ING Additional Pension IRP Cap EUR

-0.9%

364 Eurizon Fund Azioni Strategia Flessibile Z

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.9%

364 A&G Global SICAV-Kylanna Fund EUR

-0.9%

364 Alpha Selection EDR C EUR

-0.9%

364 KBC Select Investors PortfolioScanner Pro95January EUR

-0.9%

364 EIS Flexible Plus 2 I EUR

-0.9%

364 BCC Selezione Investimento

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.9%

364 Global Best Selection, FI EUR

-0.9%

364 Vermoegensmanagement Rendite OP EUR

-0.9%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 2.7% 1.6% 0.2%
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 size984Mn
  • 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).