M&G Dynamic Allocation A H Acc USD
| Shares Class | Inc. |
|---|---|
| Yield | 0.00 |
| Total Expense Ratio | 1.93 |
Fund Performance
Cumulative Performance
Discrete Performance
| Shares Class | Inc. |
|---|---|
| Yield | 0.00 |
| Total Expense Ratio | 1.93 |
Cumulative Performance
Discrete Performance
| Fund Size | 7,848,122,003.50 | Launch Date | 03/12/2009 | Standard Initial Charge (%) | 4.00 |
|---|---|---|---|---|---|
| Currency | USD | ISA Eligible | No | Annual Management Charge (%) | 1.75 |
| Sector | IMA UK Equity Income | Min Investment (£) | 1,000.00 | Total Expense Ratio (%) | 1.93 |
| ISIN | GB00BWD1K140 | Min Topup (£) | 75.00 | Ongoing Charge (%) | 1.9300 (on 30/09/2017) |
The Fund aims to deliver positive total returns in any three year period from a flexibly managed portfolio of global assets. There is no guarantee that the Fund will achieve a positive return over this, or any other, period and investors may not recoup the original amount they invested.
Juan Nevado
Juan Nevado joined PPM (now M&G) in 1988 and is a member of the M&G Multi Asset team, with over 20 years of investment experience. In January 2011, Juan was appointed co-manager of the M&G Dynamic Allocation Fund and the M&G Episode Allocation Fund. In April 2015, he was appointed co-manager of the M&G Prudent Allocation Fund upon its launch. Prior to joining M&G, Juan worked as a bond economist at the Bank of Montreal, and before that, as an economist for the Commodities Research Unit, a private business consultancy specialising in macro/micro research on commodities markets. Juan has a BSc in economics from the LSE and an MA in economics from Warwick University.
Craig Moran
Craig Moran was appointed co-manager of the M&G Prudent Allocation Fund on launch in April 2015. He has also been deputy fund manager on the M&G Managed Growth Fund since 2013 and on the M&G Episode Allocation Fund and the M&G Dynamic Allocation Fund since 2011. Craig joined M&G in 2005 as a performance and risk analyst and was later promoted as a fund managers' assistant to the Multi Asset team. In 2010, he became the team's investment analyst. Craig holds a bachelor of business degree from Queensland University of Technology and a masters in applied finance and investments from the Financial Services Institute of Australasia. He is a CFA charterholder.
Tony Finding
Tony Finding joined PPM (now M&G) in 1997 as an economist. Subsequently, he took responsibility for the generation of views on yield curve and foreign exchange trading opportunities. In 2001, Tony developed his expertise in credit and exotic fixed interest securities by spending time seconded to Prudential's US-based investment management team. Tony has been in his current role as a member of the Multi Asset team since 1999. In January 2011, Tony was appointed co-manager of the M&G Episode Allocation Fund and the M&G Dynamic Allocation Fund. He has a BSc in economics from the LSE and is also a CFA charterholder.
| Name | Weight |
|---|---|
| Asia Pacific ex Japan Equities | 7.52% |
| Asia Pacific ex Japan Fixed In | 1.01% |
| Convertibles | 2.02% |
| European Equities | 14.93% |
| European Fixed Interest | 0.00% |
| Global Fixed Interest | 10.77% |
| Global High Yield Fixed Intere | 0.00% |
| Global Investment Grade Fixed | 3.73% |
| International Equities | 3.58% |
| Japanese Equities | 6.71% |
| Japanese Fixed Interest | 0.00% |
| Money Market | 81.57% |
| UK Equities | 6.05% |
| UK Fixed Interest | 0.00% |
| US Equities | 0.00% |
| US Fixed Interest | 0.00% |
| Name | Weight |
|---|---|
| Asia Pacific ex Japan | 8.53% |
| Europe | 12.80% |
| International | 0.46% |
| Japan | 4.71% |
| Money Market | 81.57% |
| Not Specified | 1.74% |
| Others | 13.90% |
| UK | 0.00% |
| USA | 0.00% |
| Name | Weight |
|---|---|
| Convertibles | 2.02% |
| Corporate Bonds | 0.00% |
| Equities | 37.52% |
| Fixed Interest | 0.46% |
| Government Bonds | 0.00% |
| Money Market | 81.57% |
Please remember that past performance is not a guide of future returns. The value of investments and the income from them can go down as well as up as a result of currency exchange and market fluctuations and investors may not get back the amount originally invested.