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Audience

Steven Andrew

Profile

Steven Andrew

Steven Andrew joined M&G in 2005 as a member of the portfolio strategy and 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 (a UK-authorised OEIC). Three years later, he became manager of the M&G Income Allocation Fund upon its launch, a fund that merged into the M&G (Lux) Income Allocation Fund in March 2018. He was appointed deputy manager of the M&G (Lux) Sustainable Allocation Fund upon launch in November 2018. 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.

Asset class

  • Multi-asset

Funds managed

  • Episode Income Fund
  • M&G (Lux) Income Allocation Fund
  • M&G (Lux) Sustainable Allocation Fund

Funds that Steven manages

 
Fund name Info Price Info Change
(%)
Date Morningstar Rating™ Info ISIN Performance Date
Performance
YTD (%)
Performance
1 YR (%)
Performance
3 YRS (%)
Performance
5 YRS (%)
Episode Income Fund - Sterling A Acc 164.73 0.75
(0.46)
02.06.2020 3 Star Rating GB00B48VC629 01.06.2020
-10.19
-1.22
0.84
13.23
Episode Income Fund - Sterling A Inc 116.13 0.53
(0.46)
02.06.2020 3 Star Rating GB00B4054K09 01.06.2020
-10.19
-1.23
0.82
13.25
Episode Income Fund - Sterling I Acc 1533.62 7.05
(0.46)
02.06.2020 GB00B4QHRP64 01.06.2020
-10.03
-0.79
2.5
16.55
Episode Income Fund - Sterling I Inc 1164.44 5.36
(0.46)
02.06.2020 GB00B7FSJ224 01.06.2020
-10.03
-0.8
2.49
16.55
M&G (Lux) Income Allocation Fund - Euro A Acc 9.40 0.062
(0.67)
02.06.2020 3 Star Rating LU1582984818 29.05.2020
-10.68
-1.44
-1.8
3.7
M&G (Lux) Income Allocation Fund - Euro A Dist 8.68 0.057
(0.66)
02.06.2020 3 Star Rating LU1582984909 29.05.2020
-10.68
-1.44
-1.8
3.72
M&G (Lux) Income Allocation Fund - Euro A F2 Dist 9.29 0.061
(0.66)
02.06.2020 LU1676120675 29.05.2020
-10.69
-1.45
-
-
M&G (Lux) Income Allocation Fund - Euro A F3 Dist 9.10 0.06
(0.66)
02.06.2020 LU1676120758 29.05.2020
-10.68
-1.44
-
-
M&G (Lux) Income Allocation Fund - Euro A-Q Dist 8.72 0.058
(0.66)
02.06.2020 2 Star Rating LU1582985039 29.05.2020
-10.68
-1.44
-1.79
3.79
M&G (Lux) Income Allocation Fund - Euro C Acc 9.59 0.064
(0.67)
02.06.2020 3 Star Rating LU1582985385 29.05.2020
-10.37
-0.6
0.63
7.67


The information on this website is for Professional Investors only. Specifically, the information on these pages should not be used or relied upon by the public of Hong Kong or any other type of investor from any other jurisdiction.

 

The above materials and/or information is for general guidance only and should not be relied upon as, or treated as a substitute for, specific advice. Neither M&G Securities Limited nor its affiliates accept any responsibility for any reliance on any of the information contained in these materials or any direct or indirect loss which may arise therefrom. If you are in any doubt about the contents above, you should seek independent professional financial advice.