Quick Stats

Bid Price - Offer Price -
Mid Price GBX 1,493.26 Day Change GBX -0.09 (-0.01%)
Price Date 20 Oct 2017 Crown Rating 2
Shares Class Inc. Yield 2.19 %
Total Expense Ratio 0.97 Fund Size 967,310,000.00
Launch Date 26/02/1993 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 0.65 Sector IMA UK Equity Income
Min Investment (£) 500,000.00 Total Expense Ratio (%) 0.97
ISIN GB00B708D148 Min TopUp (£) 10,000.00

Fund Objective

The Fund’s objective is to maximise total return (the combination of income and growth of capital).

Fund Managers

Jenny Rodgers
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.
Craig Moran
Craig Moran was appointed co-manager of the M&G Prudent Allocation Fund on launch in April 2015. He has also been deputy fund manager on the M&G Managed Growth Fund since 2013 and on the M&G Episode Allocation Fund and the M&G Dynamic Allocation Fund since 2011. Craig joined M&G in 2005 as a performance and risk analyst and was later promoted as a fund managers' assistant to the Multi Asset team. In 2010, he became the team's investment analyst. Craig holds a bachelor of business degree from Queensland University of Technology and a masters in applied finance and investments from the Financial Services Institute of Australasia. He is a CFA charterholder.
Eric Lonergan
Eric Lonergan joined M&G in 2006 as a member of Dave Fishwick’s Multi Asset team and is manager of the M&G Episode Defensive Fund since launch in September 2012. He is also co-manager of the M&G Episode Macro Fund and the M&G Episode Growth Fund. Prior to joining M&G, Eric was managing director and head of macro research at JP Morgan Cazenove. He has a BA in politics, philosophy and economics from Pembroke College, Oxford, and an MSc in economics from the London School of Economics.