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Steven Andrew

Steven Andrew

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

About 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.

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Citywire Rating: A rated

2013

  • JRated A in Jun 2013
  • JRated A in Jul 2013
  • ARated A in Aug 2013
  • SRated A in Sep 2013
  • ORated A in Oct 2013
  • NRated A in Nov 2013
  • DRated A in Dec 2013

2014

  • JRated A in Jan 2014
  • FRated AA in Feb 2014
  • MRated AA in Mar 2014
  • ARated AA in Apr 2014
  • MRated AA in May 2014
  • JRated AA in Jun 2014
  • JRated AA in Jul 2014
  • ARated AAA in Aug 2014
  • SRated AA in Sep 2014
  • ORated AA in Oct 2014
  • NRated AA in Nov 2014
  • DRated AAA in Dec 2014

2015

  • JRated AAA in Jan 2015
  • FRated AAA in Feb 2015
  • MRated AAA in Mar 2015
  • ARated AAA in Apr 2015
  • MRated AAA in May 2015
  • JRated AAA in Jun 2015
  • JRated AAA in Jul 2015
  • ARated AA in Aug 2015
  • SRated AA in Sep 2015
  • ORated A in Oct 2015
  • NRated AA in Nov 2015
  • DRated AA in Dec 2015

2016

  • JRated A in Jan 2016
  • FRated Plus in Feb 2016
  • MRated Plus in Mar 2016
  • ARated A in Apr 2016
  • MRated A in May 2016
  • JRated A in Jun 2016
  • JRated Plus in Jul 2016
  • ARated Plus in Aug 2016
  • SRated Plus in Sep 2016
  • ORated Plus in Oct 2016
  • NRated A in Nov 2016
  • DRated AA in Dec 2016

2017

  • JRated A in Jan 2017
  • FRated A in Feb 2017
  • MRated A in Mar 2017
  • ARated A in Apr 2017
  • MRated A in May 2017
  • JRated A in Jun 2017
  • JRated A in Jul 2017
  • ARated Plus in Aug 2017
  • SRated Plus in Sep 2017
  • ORated A in Oct 2017

Performance

over : 30/09/2016 - 30/09/2017
Manager Return
9 Steve Brann 12.7%
10 Craig Wetton 12.7%
11 Steven Andrew 11.8%
12 Tom McGrath 11.7%
13 Alec Cutler 10.7%

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2017 Annual Q1 Q2 Q3 Q4
2017 3.0% 2.3% 0.5%
2016 14.3% 2.4% 0.7% 4.9% 5.6%
2015 -2.8% 4.9% -4.2% -5.8% 2.7%
2014 13.5% 3.2% 4.0% 0.7% 5.0%
2013 7.2% 7.3% -3.0% 2.2% 0.8%
2012 1.4%

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Citywire Discovery Source: Citywire Discovery Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in GBP)..Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.