M&G Episode Growth GBP I Acc

Fund
This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History2.04%
  • 3 Year sharpe0.46
  • 3 Year alpha-1.17
  • Distribution Typeaccumulation
  • BenchmarkMSCI ACWI NR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.90%
  • SectorMixed Investment 40-85% Shares
  • Manager GroupM&G
  • DomicileUnited Kingdom
  • ISINGB00B5V3ZY14

Investment Strategy

The fund aims to deliver a higher total return (the combination of capital growth and income), net of the Ongoing Charge Figure, than that of a composite index comprising two thirds global equities and one third global bonds, 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. The currency exposure of the fund will be actively managed, seeking to enhance returns, with a minimum of 25% of the fund exposed to sterling and a minimum of 50% in developed market currencies (including sterling). Derivatives may be used for investment purposes, efficient portfolio management and hedging.

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