M&G Episode Growth Fund

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M&G Episode Growth Fund Sterling I Inc

Category GBP Allocation 60-80% Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

1,786.08p

arrow-down-28.38p (-1.56%)

Fund Code

MGEWI

B708D14

GB00B708D148

Prices updated as at 03 Apr 2025
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Prices in GBX
Investment objective
The Fund aims to provide a higher total return (the combination of capital growth and income) net of the Ongoing Charge Figure, than the average return of the IA Mixed Investment 40-85% Shares Sector over any five-year period. The Fund is a multi-asset fund that invests across a range of asset classes, including equities, fixed income securities, convertibles, cash and near cash. Exposure to these assets may be gained either directly or indirectly via collective investment schemes or derivatives. The Fund may also invest indirectly via collective investment schemes or derivatives in other asset classes such as property and gold.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Morningstar RatingTM (relative to category)

YearMorningstar returnMorningstar riskMorningstar rating
No Data

  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
Potentially lower returns
Potentially higher returns

Source: Fidelity (FIL Investment SVCS (UK) Ltd)

Risk measures as of 31 Mar 2025

Ratios1 year3 years5 years
0.331.481.71
0.860.840.98
0.120.460.50
83.4487.4385.97
0.100.350.89
6.337.799.07
2.743.043.42


Important Information

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