M&G Episode Allocation X Inc GBP
| Shares Class | Inc. |
|---|---|
| Yield | 2.26 |
| Total Expense Ratio | 1.30 |
Fund Performance
Cumulative Performance
Discrete Performance
| Shares Class | Inc. |
|---|---|
| Yield | 2.26 |
| Total Expense Ratio | 1.30 |
Cumulative Performance
Discrete Performance
| Fund Size | 491,460,000.00 | Launch Date | 16/02/2007 | Standard Initial Charge (%) | 0.00 |
|---|---|---|---|---|---|
| Currency | GBX | ISA Eligible | Yes | Annual Management Charge (%) | 1.30 |
| Sector | IMA UK Equity Income | Min Investment (£) | 500.00 | Total Expense Ratio (%) | 1.30 |
| ISIN | GB00B1P9ZM54 | Min Topup (£) | 100.00 | Ongoing Charge (%) | 1.3000 (on 31/12/2019) |
The Fund aims to deliver a total return (the combination of capital growth and income) of at least 5% per annum above the 3-month GBP LIBOR rate, before any charges are taken, over any five-year period. There is no guarantee that the Fund will achieve a positive return over five years, or any other, period, and investors may not get back 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 more than 20 years of investment experience. In January 2011, Juan was appointed co-manager of the M&G Dynamic Allocation and the M&G Episode Allocation strategies. In April 2015, he was appointed co-manager of the M&G Conservative Allocation strategy (then named Prudent Allocation) on 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 specializing 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 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.
Tony Finding
Tony Finding joined PPM (now M&G) in 1997 as an economist and subsequently 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 a member of the Multi Asset team since 1999 and currently co-manages the Episode Allocation strategy. He holds a BSc in economics from the LSE and is a CFA charterholder.
Stuart Canning
Stuart Canning has been a member of M&G’s Multi Asset team for more than 12 years. In 2019 he was appointed deputy manager of the Episode Allocation and Charity Multi Asset strategies, after having worked as a research analyst since 2015. As well as providing input to investment decision-making, Stuart has worked extensively to launch the proposition in the institutional space. He also represents the investment team in direct client and prospect meetings and has been leading the team’s Episode blog. Stuart is a CFA charterholder and has a degree in English and History from the University of York.
| Name | Weight |
|---|---|
| Asia Pacific ex Japan Equities | 8.00% |
| European Equities | 13.00% |
| Global Emerging Market Governm | 15.00% |
| Global High Yield Fixed Intere | 5.00% |
| Global Investment Grade Fixed | 4.00% |
| International Equities | 0.00% |
| Japanese Equities | 8.00% |
| Money Market | 8.00% |
| North American Equities | 9.00% |
| North American Government Fixe | 9.00% |
| Property | 6.00% |
| UK Equities | 9.00% |
| Name | Weight |
|---|---|
| Argentina | 0.00% |
| Australia | 0.00% |
| Brazil | 1.00% |
| Canada | 0.00% |
| China | 1.00% |
| Eurozone | 2.00% |
| Germany | 4.00% |
| Greece | 0.00% |
| Hong Kong | 1.00% |
| Indonesia | 1.00% |
| Ireland | 5.00% |
| Italy | 2.00% |
| Japan | 8.00% |
| Korea | 2.00% |
| Luxembourg | 1.00% |
| Mexico | 5.00% |
| Money Market | 8.00% |
| Singapore | 2.00% |
| South Africa | 3.00% |
| Spain | 2.00% |
| Switzerland | 0.00% |
| Turkey | 1.00% |
| UK | 20.00% |
| USA | 19.00% |
| Name | Weight |
|---|---|
| Corporate Bonds | 10.00% |
| Equities | 50.00% |
| Government Bonds | 24.00% |
| Money Market | 8.00% |
| Property | 6.00% |
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.