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M&G(LUX)Dynamic Allocation Sterling C-H ACC

Ranked 42 out of 67 in - Flexible EUR over 12 months
All calculations are in GBP unless stated

Managed by

Tony Finding

Juan Nevado

Juan Nevado is based in London where he is a portfolio manager at M&G Investments. He is responsible for managing a number of funds for the firm, investing across the asset spectrum with a macro-based approach. Juan graduated from the London School of Economics and Warwick University with a BSc and MA in Economics. Outside of work he lists golf, soccer and music among his interests.

Objective

The Fund has a highly flexible investment approach with the freedom to invest in different types of assets issued anywhere in the world and denominated in any currency. The investment manager has the freedom to allocate capital between different types of assets in response to changes in economic conditions and asset prices. The approach combines in-depth research to work out the fair value of assets over the medium to long term, with analysis of the markets short-term reactions to events, to identify investment opportunities. The investment manager will normally hold atleast 30% of the fund in euro, and at least 60% in US dollar, sterling and euro combined.

Showing fund performance in United Kingdom View performance globally

Performance

Flexible EUR over : 31/03/2018 - 31/03/2019
  • Rank 42/67 Total Return
  • Rank 62/67 Standard Deviation
  • Rank 57/67 Max Drawdown
Fund Name Currency Return
40 UniInstitutional Structured Credit High Yield GBP

-2.8%

41 AXA WF Optimal Income A Cap EUR pf GBP

-2.8%

42 M&G(LUX)Dynamic Allocation Sterling C-H ACC

Currency exposure is hedged

Currency exposure is hedged

GBP

-3.3%

42 AXA WF Global Optimal Income A C EUR GBP

-3.3%

44 EIS PB Flexible Macro I EUR GBP

-3.4%

Fund Name Currency Risk
60 BNP Paribas Green Business Classic GBP

8.9

61 Millennium Global Opportunities P I GBP

9.7

62 M&G(LUX)Dynamic Allocation Sterling C-H ACC

Currency exposure is hedged

Currency exposure is hedged

GBP

9.7

63 Belvoir Global Allocation II Universal GBP

10.1

64 LF Ruffer European O Acc GBP

12.4

Fund Name Currency Loss
55 OYSTER Multi-Asset Diversified C EUR PR GBP

-9.8%

56 Parvest Flexible Multi-Asset Cl EUR Cap GBP

-9.9%

57 M&G(LUX)Dynamic Allocation Sterling C-H ACC

Currency exposure is hedged

Currency exposure is hedged

GBP

-9.9%

58 Millennium Global Opportunities P I GBP

-10.4%

59 Carmignac Pfl Patrimoine F EUR acc GBP

-10.8%

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 5.1%
2018 -8.9% -1.0% -0.4% 0.1% -7.7%
2017 10.3% 3.7% 2.9% 2.2% 1.2%
2016 10.3% -0.8% 0.1% 3.8% 7.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. France
  3. Singapore
  4. Switzerland
  5. United Kingdom

Fund Info

  • Launch date16/01/2018
  • Base currencyGBP
  • ISIN LU1582989965
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment500,000

Charges

  • Annual management0.75%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).