M&G Income Allocation EUR A Acc
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.
Performance
-
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
- Austria
- Belgium
- Denmark
- Finland
- France
- Germany
- Ireland
- Italy
- Luxembourg
- Netherlands
- Norway
- Portugal
- Singapore
- Spain
- Sweden
- Switzerland
- 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