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M&G Episode Growth GBP A Acc (F0GBR04JLK.L)

YHD - YHD Delayed price. Currency in GBp (0.01 GBP)
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81.00-1.00 (-1.22%)
At close: 06:07PM EDT

M&G Episode Growth GBP A Acc

Laurence Pountney Hill,

Governors House,

Management information
Jenny Rodgers,Lead manager since 20 January 2011
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 team since it was established in 1999. In January 2011, Jenny was appointed co-fund 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 CFA charterholder and has a BA Honours in Economics from Exeter University.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryGBP Allocation 60-80% Equity
Fund familyM&G Securities Ltd
Net assets857.09M
YTD return8.78%
Yield1.24%
Morningstar rating★★★
Inception date30 Sept 2002

Fund operations

Last dividend0.00
Last cap gain0.00
Holdings turnover113.32%
Average for categoryN/A

Fees and expenses

ExpenseF0GBR04JLK.LCategory average
Annual report expense ratio (net)0.00%0.00%
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales load0.00%N/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A