M&G Episode Allocation GBP I Acc

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Fund Info

  • Yield History1.95%
  • 3 Year sharpe0.77
  • 3 Year alpha1.99
  • Distribution Typeaccumulation
  • Benchmark3-month GBP LIBOR + 5.0%
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.80%
  • SectorMixed Investment 20-60% Shares
  • Manager GroupM&G
  • DomicileUnited Kingdom
  • ISINGB00B73RVW51

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 3-month GBP LIBOR rate, before any charges are taken, over any five-year period.

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