M&G Episode Growth GBP I Inc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History0.81%
  • 3 Year sharpe0.63
  • 3 Year alpha-1.99
  • Distribution Typeincome
  • BenchmarkIA Mixed Investment 40-85% Shares
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.65%
  • IA SectorMixed Investment 40-85% Shares
  • Manager GroupM&G
  • DomicileUnited Kingdom
  • ISINGB00B708D148

Investment Strategy

The Fund aims to provide a higher total return (the combination of capital growth and income) net of the Ongoing Charge Figure, than the average return of the IA Mixed Investment 40-85% Shares Sector 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.

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