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M&G Income Allocation EUR A Acc

Ranked 4 out of 23 in - Flexible EUR over 12 months
All calculations are in USD 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.

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Performance

Flexible EUR over : 31/03/2017 - 31/03/2018
  • Rank 4/23 Total Return
  • Rank 8/23 Standard Deviation
  • Rank 5/23 Max Drawdown
Fund Name Currency Return
2 UBS (Lux) KSS - Global Allocation (EUR) P-acc USD

20.6%
3 M&G Dynamic Allocation EUR A Acc USD

20.2%
4 M&G Income Allocation EUR A Acc USD

20.0%
5 PARVEST Diversified Dynamic Classic D EUR USD

19.2%
6 UBS (Lux) KSS-Gl Alloc Focus Europe (EUR) P-acc USD

18.3%
View full league table
Fund Name Currency Risk
6 NN (L) First Class Multi Asset P Cap EUR USD

7.1
7 AXA WF Global Income Generation I C EUR USD

7.4
8 M&G Income Allocation EUR A Acc USD

7.6
9 Deutsche Invest II Multi Opport TR FD USD

8.0
10 AXA WF Optimal Income AD USD

8.2
View full league table
Fund Name Currency Loss
3 AXA WF Global Optimal Income E C EUR USD

-3.0%
4 Oclaner Fds Patrimonial Fund IA EUR Cap USD

-3.3%
5 M&G Income Allocation EUR A Acc USD

-3.3%
6 HSBC GIF MS Asia Focused Income AM 2 USD USD

-3.4%
7 NN (L) First Class Multi Asset P Cap EUR USD

-3.5%
View full league table

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 22.8% 4.1% 8.4% 3.8% 4.9%
2016 6.5% 4.9% -3.3% 5.7% -0.7%
2015 -11.5% -4.4% -1.0% -6.6% 0.1%
2014 1.5% 3.3% 4.2% -6.3% 0.8%

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
  17. Taiwan

Fund Info

  • Launch date07/11/2013
  • Share Class size1,091Mn
  • 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 the currency and currencies indicated).