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

Ranked 19 out of 48 in - Global Macro over 12 months
All calculations are in EUR unless stated


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


Global Macro over : 30/09/2017 - 30/09/2018
  • Rank 19/48 Total Return
  • Rank 33/48 Standard Deviation
  • Rank 31/48 Max Drawdown
Fund Name Currency Return
17 Attitude Opportunities, FI EUR


18 Ouessant A EUR


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

Currency exposure is hedged

Currency exposure is hedged



20 Algebris Macro Credit B EUR Acc EUR


21 Amundi Fds Credit Unconstrained - AE (C) EUR


Fund Name Currency Risk
31 Amundi Global Macro Multi-Asset - I (C) EUR


32 Ouessant A EUR


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

Currency exposure is hedged

Currency exposure is hedged



34 Algebris Macro Credit B EUR Acc EUR


35 OFP 400 B EUR


Fund Name Currency Loss
29 DGC Notz Stucki Emerging Markets and Macro A EUR EUR


30 Franklin K2 Glo Macro Opportunities A (Ydis) EUR EUR


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

Currency exposure is hedged

Currency exposure is hedged



32 Amundi Fds Global Macro Bds & Currencies - AE (C) EUR


33 AEGON Global TAA+ EUR


Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -0.9% -1.4% -0.7%
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


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

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