M&G Episode Growth C Inc GBP

Quick Stats

Bid Price - Offer Price -
Mid Price GBX 56.83 Day Change GBX +0.41 (0.73%)
Price Date 20 Oct 2016 Crown Rating 1
Shares Class Inc. Yield 0.00 %
Total Expense Ratio 0.28 Fund Size 888,350,000.00
Launch Date 26/02/1993 Standard Initial Charge (%) 1.25
Currency GBX ISA Eligible No
Annual Management Charge (%) 0.00 Sector IMA UK Equity Income
Min Investment (£) 500,000.00 Total Expense Ratio (%) 0.28
ISIN GB00B4549M91 Min TopUp (£) 25,000.00

Fund Objective

The fund invests globally across a range of asset classes with the aim of maximising total return (the combination of income and growth of capital). Exposure to these assets is gained through physical holdings and the use of derivatives. In-depth analysis to determine the value of assets over the medium to long term is central to the investment approach. This is combined with insight into investor behaviour, which suggests that human reaction to events tends to cause an asset to become under- or overpriced in the short term, thus creating investment opportunities.

Fund Managers

Jenny Rodgers
Jenny Rodgers joined PPM (now M&G) in 1994 as an analyst of European equity markets and a portfolio manager for external clients. She has been in her current role as a member of the multi asset team since 1999. In January 2011, Jenny was appointed co-manager of the M&G Episode Growth Fund. Jenny is a CFA charterholder and has a BA honours in economics from Exeter University.