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M&G Episode Growth Class I - Accumulation (GBP)

Sell:1,660.73p Buy:1,660.73p Change: 18.46p (1.10%)
Prices as at 29 October 2020
Sell:1,660.73p
Buy:1,660.73p
Change: 18.46p (1.10%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Prices as at 29 October 2020
Sell:1,660.73p
Buy:1,660.73p
Change: 18.46p (1.10%)
Prices as at 29 October 2020
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »

Our view on the sector

The Mixed and Flexible Investment sectors could be the answer for investors who want to leave the asset allocation decisions to an expert. Funds in these sectors invest a certain amount of their portfolio in shares, from 0% to 35% in the case of the Mixed Investment 0-35% Shares Sector, 20% to 60% for the Mixed Investment 20-60% Shares Sector, 40% to 85% for the Mixed Investment 40-85% Shares Sector, and 0% to 100% for the Flexible Investment Sector. Any proportion of the fund not invested in shares can be invested in bonds, cash, currencies, commodities or property. Funds within these sectors can be very different from each other so they'll perform differently too. Each should be looked at on its own merits, taking account of your investment objectives and the amount of risk you want to take.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

29/10/15 to 29/10/16 29/10/16 to 29/10/17 29/10/17 to 29/10/18 29/10/18 to 29/10/19 29/10/19 to 29/10/20
Annual return 4.33% 18.59% -8.13% 10.49% -0.36%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Information about the fund

Fund manager biography

Manager Name: Craig Simpson
Manager start date: 31 December 2019
Manager located in: TBC

Craig Simpson was appointed co-manager of the M&G Episode Growth Fund in December 2019, and co-deputy fund manager of the M&G Global Target Return Fund from launch in December 2016. In February 2015, he was appointed Head of Portfolio Management for the Multi Asset team. Craig joined M&G in 2004 as a portfolio manager and has more than 15 years' experience in the investment industry. Prior to joining M&G, Craig was a trainee fund manager at Equitable Life Assurance and an analyst at Pictet Asset Management. He graduated from the University of Aberdeen with a degree in land economics.

manager photo
Manager Name: Eric Lonergan
Manager start date: 1 February 2014
Manager located in: london

Eric Lonergan joined M&G in 2006 as a member of Dave Fishwick's Multi Asset team and is manager of the M&G Episode Defensive Fund since launch in September 2012. He is also co-manager of the M&G Episode Macro Fund and the M&G Episode Growth Fund. Prior to joining M&G, Eric was managing director and head of macro research at JP Morgan Cazenove. He has a BA in politics, philosophy and economics from Pembroke College, Oxford, and an MSc in economics from the London School of Economics.

manager photo
Manager Name: Craig Moran
Manager start date: 21 January 2011
Manager located in: london

Craig Moran joined M&G in 2005 as a performance and risk analyst. He was appointed deputy fund manager of the M&G Managed Fund and the M&G Global Dynamic Allocation Fund in January 2011. Previously, he was fund manager assistant to the multi asset team for three years, and in 2010 became an investment analyst in that team. Craig has a bachelor of business 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.

Manager Name: Alex Houlding
Manager start date: 1 November 2019
Manager located in: TBC

Alex Houlding joined M&G as a graduate in 2014 and rotated through various investment teams before joining the Multi Asset team as an analyst in September 2015. He has a degree in economics from the University of Cambridge and has passed all 3 levels of the CFA Programme.

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account