M&G Dynamic Allocation C H Acc CHF

Quick Stats

Bid Price - Offer Price -
Mid Price CHF 10.78 Day Change CHF 0.01 (-0.21%)
Price Date 24 May 2017 Crown Rating
Shares Class Inc. Yield 0.91 %
Total Expense Ratio 0.93 Fund Size 3,744,010,000.00
Launch Date 03/12/2009 Standard Initial Charge (%) 1.25
Currency CHF ISA Eligible No
Annual Management Charge (%) 0.75 Sector IMA UK Equity Income
Min Investment (£) 500,000.00 Total Expense Ratio (%) 0.93
ISIN GB00BWD1K033 Min TopUp (£) 50,000.00

Fund Objective

The fund invests in a flexibly managed portfolio of assets invested around the world, with the aim of delivering positive total returns (the combination of income and growth of capital) over any three-year period, although this is not guaranteed. The fund managers follow a highly flexible investment approach, with the freedom to invest in different types of assets. The approach combines in-depth research to determine the value of assets over the medium to long term, with analysis of investors’ emotional reaction to events to identify investment opportunities. The fund gains access to assets directly and indirectly through derivatives.

Fund Managers

Juan Nevado
Juan Nevado joined PPM (now M&G) in 1988 and has been working as part of the Multi Asset team led by Dave Fishwick since 1999. In January 2011, Juan was appointed co-manager of the M&G Episode Allocation Fund and the M&G Dynamic Allocation Fund. In November 2013 and April 2015, he was also appointed deputy manager of the M&G Income Allocation Fund and co-manager of the M&G Prudential Allocation Fund respectively upon their launches. Prior to joining M&G, Juan worked as a bond economist at the Bank of Montreal, and before that, as an economist for the Commodities Research Unit, a private business consultancy specialising in macro/micro research on commodities markets. Juan has a BSc in economics from the LSE and an MA in economics from Warwick University.