M&G Episode Allocation GBP I Inc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History1.88%
  • 3 Year sharpe0.38
  • 3 Year alpha-5.94
  • Distribution Typeincome
  • BenchmarkSONIA
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.65%
  • IA SectorMixed Investment 20-60% Shares
  • Manager GroupM&G
  • DomicileUnited Kingdom
  • ISINGB00B71QKV66

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. 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.

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