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M&G Income Allocation EUR A Acc

Ranked 1 out of 26 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 : 31/05/2016 - 31/05/2017
  • Rank 1/26 Total Return
  • Rank 11/26 Standard Deviation
  • Rank 3/26 Max Drawdown
Fund Name Currency Return
1 M&G Income Allocation EUR A Acc USD

13.8%
2 AXA WF Global Optimal Income A C EUR USD

13.3%
3 M&G Dynamic Allocation EUR A Acc USD

12.4%
4 HSBC GIF MS Asia Focused Income AM 2 USD USD

11.8%
5 Exklusiv Portfolio SICAV - Aktien R USD

11.2%
View full league table
Fund Name Currency Risk
9 F&C HVB Stiftungsfonds A Dis USD

7.5
10 Carthesio Frame Axis (USD) C

Currency exposure is hedged

Currency exposure is hedged

 USD

7.8
11 M&G Income Allocation EUR A Acc USD

8.0
12 Deutsche Invest II Multi Opport TR FD USD

8.0
13 M&G Dynamic Allocation EUR A Acc USD

8.1
View full league table
Fund Name Currency Loss
1 Deutsche Invest I Multi Opportunities HKD LDMH USD

-1.4%
2 M&G Dynamic Allocation EUR A Acc USD

-3.2%
3 M&G Income Allocation EUR A Acc USD

-3.6%
4 HSBC GIF MS Asia Focused Income AM 2 USD USD

-3.7%
5 Pioneer Funds Flexible Opportunities A ND USD USD

-3.8%
View full league table

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 4.1%
2016 6.5% 4.9% -3.2% 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 size923Mn
  • 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 the currency and currencies indicated).