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M&G Income Allocation EUR A Acc

Ranked 462 out of 2140 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 : 31/12/2016 - 31/12/2017
  • Rank 462/2140 Total Return
  • Rank 875/2140 Standard Deviation
  • Rank 471/2140 Max Drawdown
Fund Name Currency Loss
471 KBC Select Investors PortfolioScanner Pro95January EUR

-0.9%

471 Global Best Selection, FI EUR

-0.9%

471 BNL Assetto Dinamico EUR

-0.9%

471 Bethmann Stiftungsfonds P EUR

-0.9%

471 M&G Income Allocation EUR A Acc EUR

-0.9%

471 Alpha Selection EDR C EUR

-0.9%

471 FCM Global Monde I EUR

-0.9%

471 BCC Selezione Investimento

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.9%

471 PARVEST Diversified Dynamic Classic D EUR EUR

-0.9%

471 Vermoegensmanagement Rendite OP EUR

-0.9%

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 7.9% 2.7% 1.6% 0.2% 3.2%
2016 9.7% 0.0% -0.8% 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 size1,098Mn
  • Base currencyEUR
  • ISIN GB00BBCR3283

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment1.5

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