M&G Episode Defensive A H Acc USD

Quick Stats

Bid Price - Offer Price -
Mid Price USD 9.94 Day Change USD 0.01 (-0.78%)
Price Date 26 Oct 2016 Crown Rating 1
Shares Class Inc. Yield 0.00 %
Total Expense Ratio 1.46 Fund Size 22,866,618.48
Launch Date 14/09/2012 Standard Initial Charge (%) 4.00
Currency USD ISA Eligible No
Annual Management Charge (%) 1.20 Sector IMA UK Equity Income
Min Investment (£) 1,000.00 Total Expense Ratio (%) 1.46
ISIN GB00BFCB5225 Min TopUp (£) 75.00

Fund Objective

The fund seeks to deliver a positive total return over a rolling three- to five-year period and to achieve this with a low level of volatility. There is no guarantee that the fund will achieve a positive return over this, or any other, period. The fund has the flexibility to go long or short of any investable asset class globally. Asset exposure is gained through physical holdings and the use of derivatives. The investment approach combines in-depth research to determine the medium- to long-term value of assets, with analysis of investors’ emotional reaction to events, which can give rise to 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.