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M&g Episode Allocation Fund Sterling A Inc (0P000081ZY)

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1.456 +0.010    +0.45%
22/11 - Closed. Currency in GBP
  • Morningstar Rating:
  • Total Assets: 229.73M
Type:  Fund
Market:  United Kingdom
Issuer:  M&G Securities Ltd
ISIN:  GB00B1P9ZK31 
Asset Class:  Equity
M&G Episode Allocation Fund Sterling A Inc 1.456 +0.010 +0.45%

0P000081ZY Overview

 
On this page you'll find an in-depth profile of M&g Episode Allocation Fund Sterling A Inc. Learn about the key management, total assets, investment strategy and contact information of 0P000081ZY among other information.
Category

GBP Flexible Allocation

Total Assets

229.73M

Expenses

1.05%

Inception Date

Feb 16, 2007

Investment Strategy

The Fund aims to deliver a total return (the combination of capital growth and income) of at least 5% per annum above the Sterling Overnight Index Average (SONIA), before any charges are taken, over any five-year period. The Fund is a multi-asset fund that invests across a range of asset classes, including equities, fixed income securities, convertibles, cash and near cash. Exposure to these assets may be gained either directly or indirectly via collective investment schemes or derivatives. The Fund may also invest indirectly via collective investment schemes or derivatives in other asset classes such as property and gold.

Contact Information

Address 10 Fenchurch Avenue
London, EC3M 5AG
United Kingdom
Phone +44 (0)800 390 390

Top Executives

Name Title Since Until
Juan Nevado - 2011 Now
Biography 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 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.
Tony Finding - 2011 Now
Biography 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.
George Tsinonis Strategist 2010 2011
Biography George Tsinonis joined M&G in 2000 and was head of the M&G portfolio strategy & risk team from 2005. In January 2009 he became a strategist in the multi-asset team. Prior to joining M&G, he worked at TRW Investment Management in London where he was responsible for all index equity funds and had sector-specific responsibilities on UK active funds. George graduated in South Africa with an economics and accounting degree. He obtained an honours degree in investment management and, subsequently, his MBA from the University of Birmingham.
David Jane Founder 2007 2010
Biography David Jane joined Premier Miton in June 2014. He founded Darwin Investment Managers in September 2010 and prior to that he was Head of Equities Investments at M&G. David joined M&G in December 2000 as a Fund Manager in the global specialist equity team before becoming Head of Equities investments. Prior to M&G, David was the Head of Global Financials Research at AXA Investment Management and before that he was at Newton Investment Management as Director of Global Financials Research. He also served as Non-Executive Director of M&G High Income Investment Trust plc from October 2002 to July 2010.
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