M&G Episode Growth C Inc GBP
|Bid Price||-||Offer Price||-|
|Mid Price||GBX 57.73||Day Change||GBX -0.03 (-0.05%)|
|Price Date||2 Dec 2016||Crown Rating|
|Shares Class||Inc.||Yield||0.00 %|
|Total Expense Ratio||0.28||Fund Size||884,006,964.91|
|Launch Date||26/02/1993||Standard Initial Charge (%)||1.25|
|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|
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.
Jenny Rodgers joined Prudential Portfolio Managers (now M&G) in 1994, initially analysing European equity markets and acting as a portfolio manager for external clients. She has been part of what is today the Macro & Multi Asset Investment team since it was established in 1999. In January 2011, Jenny was appointed co-manager of the M&G Episode Growth Fund, and in September 2016 took over the management of one of M&G’s charity funds, the National Association of Almshouses Common Investment Fund. Jenny is a Chartered Financial Analyst and has a BA Honours in Economics from Exeter University.