MoneyAM Fund Centre

Quick Stats

Fund Objective

The Fund aims to deliver a higher total return (the combination of capital growth and income), net of the Ongoing Charge Figure, than that of a composite index comprising 85% global equities and 15% global bonds*, over any five-year period. *as measured by the MSCI ACWI Index and Bloomberg Barclays Global Aggregate Index, respectively.

Fund Managers

Craig Moran

Craig Moran joined M&G in 2005 as a performance and risk analyst and was later promoted to a fund managers’ assistant to the Multi Asset team. In 2010, he became the team’s investment analyst and was subsequently promoted to deputy fund manager and co-fund manager for a range of multi-asset funds domiciled in London and Luxembourg. Craig holds a Bachelor of Business degree from Queensland University of Technology and a master’s in applied finance and investments from the Financial Services Institute of Australasia. He is a CFA charterholder.

David Fishwick

David Fishwick is CIO of the Macro Investment Business at M&G and has more than three decades of investment management experience. He joined Prudential Portfolio Managers (now M&G Investments) in 1987 as a European economist and subsequently became responsible for forming views on global bond and currency markets and applying them to multi-asset funds. In 1994, David relocated to Australia, where he was appointed head of fixed interest and asset allocation strategy in 1997. During that time, he developed his ideas on market behaviour and designed the strategy, philosophy and process implemented for an overlay mandate for the Prudential Life Fund upon his return to Europe in 1999. In light of the success of this mandate, the Episode Macro strategy, which follows the same philosophy, was launched in 2010. David, who has managed the strategy since launch, has a BSc in economics from Brunel University, London.