M&G Episode Income Fund

Select share classes

M&G Episode Income Fund Sterling I Inc

Category GBP Allocation 40-60% Equity


This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

1,167.58p

arrow-down-0.59p (-0.05%)

Fund Code

MGSDI

B7FSJ22

GB00B7FSJ224

Prices updated as at 02 May 2025
|
Prices in GBX

Investment objective
The Fund aims to provide: a growing level of income over any three-year period and capital growth of 2-4% per annum, net of the Ongoing Charge Figure, over any three-year period. The fund manager adopts a flexible approach to the allocation of capital between asset classes in response to changes in economic conditions and the valuation of assets. The Fund invests in transferable securities, fixed income assets (including, but not limited to, corporate bonds and government and public securities), warrants, cash, and near cash. Exposure to these assets, and to property, may be gained via collective investment schemes and derivatives (including equity index futures, currency forwards, interest rate swaps, and other liquid derivatives).

Company name
M&G Securities Ltd
Fund launch date
11 Nov 2010
Domicile
United Kingdom
UCITS
Yes
Fund manager
Steven Andrew
Manager start date
11 Nov 2010
Fund manager biography
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 to the management teams of various multi-asset funds. He 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. Steven holds a BSc (Hons) degree in financial economics from the University of London.
Fund manager
Stefano Amato
Manager start date
19 Dec 2022
Fund manager biography
Stefano Amato joined M&G in November 2022, bringing a 15-year track record across asset management and financial markets. Before joining M&G, he was Head of Multi Asset Solutions at Santander Asset Management. Prior to that, Stefano held portfolio management roles for JP Morgan and Centurion Group, and worked in various positions for Societe Generale, Nomura and Lehman Brothers. Stefano has a MSc in Finance from the London Business School, a Masters in Behavioural Economics and a BA in Communication Sciences and Technologies from IULM University in Milan.
Head office
10 Fenchurch Avenue
London
United Kingdom
EC3M 5AG
Got a question?
Get in touch
we're here to help:
+44 (0)800 390 390
Mon-Fri 8am to 6pm


Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.


Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.
© Copyright 2025 Morningstar. All rights reserved.