Quick Stats

Bid Price - Offer Price -
Mid Price CHF 11.00 Day Change CHF +0.00 (0.59%)
Price Date 22 Sep 2017 Crown Rating
Shares Class Inc. Yield 0.21 %
Total Expense Ratio 1.50 Fund Size 1,508,880,000.00
Launch Date 23/04/2015 Standard Initial Charge (%) 4.00
Currency CHF ISA Eligible No
Annual Management Charge (%) 1.40 Sector IMA UK Equity Income
Min Investment (£) 1,000.00 Total Expense Ratio (%) 1.50
ISIN GB00BD20Q667 Min TopUp (£) 75.00

Fund Objective

The Fund aims to deliver a positive total return in any three year period from a flexibly managed portfolio of global assets. There is no guarantee that the Fund will achieve a positive return over this, or any other, period and investors may not recoup the original amount they invested.

Fund Managers

Steven Andrew
Steven Andrew joined M&G in 2005 as a member of the portfolio strategy & risk team, before moving to the Multi Asset team, where he helped to formulate asset allocation strategies for M&G's multi-asset fund range. In November 2010, Steven was appointed manager of the M&G Episode Income Fund. Three years later, he became manager of the M&G Income Allocation Fund upon its launch. Steven began his career at the Bank of England in 1987 and subsequently worked at F&C Asset Management and Merrill Lynch before joining M&G. He holds a BSc (Hons) degree in financial economics from the University of London.
Juan Nevado
Juan Nevado joined PPM (now M&G) in 1988 and is a member of the M&G Multi Asset team, with over 20 years of investment experience. In January 2011, Juan was appointed co-manager of the M&G Dynamic Allocation Fund and the M&G Episode Allocation Fund. In April 2015, he was appointed co-manager of the M&G Prudential Allocation Fund upon its launch. 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.
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.