Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

M&G Episode Macro EUR T-H Net Acc (Hgd)

Ranked 16 out of 48 in - Global Macro over 12 months
All calculations are in EUR unless stated

Objective

The Fund aims to deliver a higher total return, with lower volatility on average, than global equities over a rolling three to five year period. There is no guarantee that the Fund will achieve a positive return over this, or any other, period and investors may not recoup the original amount they invested. 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 will typically invest in a variety of equity index futures, currency forwards, interest rate swaps, and other highly-liquid derivatives.

Showing fund performance in Luxembourg View performance globally

Performance

Global Macro over : 31/07/2017 - 31/07/2018
  • Rank 16/48 Total Return
  • Rank 27/48 Standard Deviation
  • Rank 21/48 Max Drawdown
Fund Name Currency Return
14 William Blair SICAV Dynamic Div Alloc I H EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

1.7%

15 Tom Capital Growth Fund A (EUR) EUR

1.5%

16 M&G Episode Macro EUR T-H Net Acc (Hgd)

Currency exposure is hedged

Currency exposure is hedged

EUR

1.5%

17 Ouessant A

Currency exposure is hedged

Currency exposure is hedged

EUR

1.4%

18 Maral Macro, FI EUR

1.0%

Fund Name Currency Risk
25 Prosper Funds - Global Macro I EUR EUR

5.3

26 BlueBay Global Sovereign Opps I EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

5.6

27 M&G Episode Macro EUR T-H Net Acc (Hgd)

Currency exposure is hedged

Currency exposure is hedged

EUR

5.6

28 Spinnaker Emerging Markets Macro S1 EUR EUR

5.7

29 Chiron Global Opportunities X EUR Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

5.9

Fund Name Currency Loss
19 Unifond Global Macro, FI EUR

-4.4%

20 Amundi Fds Credit Unconstrained - AE (C) EUR

-4.5%

21 M&G Episode Macro EUR T-H Net Acc (Hgd)

Currency exposure is hedged

Currency exposure is hedged

EUR

-4.6%

22 AZ Fund 1 Macro Volatility A AZ FUND Acc EUR

-5.1%

23 Sirius GS5 I EUR

-5.4%

23 Prosper Funds - Global Macro I EUR EUR

-5.4%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -0.9% -1.4%
2017 7.0% 1.8% 1.8% 1.6% 1.7%
2016 8.0% 1.6% -1.8% 2.7% 5.4%
2015 2.1% 4.5% 1.7% -5.0% 1.1%
2014 8.3% 2.3% 2.7% 0.8% 2.2%
2013 6.7% 0.5% -0.3% 4.0% 2.4%
2012 -5.9% 4.6% -12.3% -0.2% 2.7%
2011 -0.2% 1.3% 0.2% -7.7% 6.6%
2010 3.5% 3.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Denmark
  4. Finland
  5. France
  6. Germany
  7. Ireland
  8. Italy
  9. Luxembourg
  10. Netherlands
  11. Norway
  12. Portugal
  13. Singapore
  14. Spain
  15. Sweden
  16. Switzerland

Fund Info

  • Launch date03/06/2010
  • Base currencyEUR
  • ISIN GB00B5LHW198
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment500,000
  • Min. regular additional investment50,000

Charges

  • Annual management0.75%
  • Initial investment4.00%

Related News

M&G announces major Lux assets shift of €39bn ahead of Brexit

Firm transfers the non-sterling share classes of 21 of its UK-domiciled OEIC products.

Global macro outperformer: markets are crying wolf

M&G’s Eric Lonergan says investors and commentators seem to be in denial.

AA-rated duo: stop waiting for the next 'horrible event'

M&G’s David Fishwick and Eric Lonergan say the world is too pessimistic about markets.

A-rated global macro duo: how to change investor perceptions

M&G’s David Fishwick and Eric Lonergan highlight their best global macro bets.

French successor drops €1.2bn fund to focus on M&G Global Basics

Asset manager hands UK-domiciled strategy to head of multi-asset investing as part of plan to allow greater focus on fund inherited from Graham French.

Global macro master: top manager over the past 12 months revealed

Citywire Global takes a closer look at the Alt Ucits specialist posting nearly double the return of his nearest peer over the past year.

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