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You are here: Manager factsheet

Michael Stiasny

M&G UK
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Manager profile
Michael Stiasny was appointed fund manager of Charifund in November 2016, and has been deputy manager of the M&G Recovery Fund since January 2011. Michael joined M&G in 1998 as an equity analyst, becoming head of the pan-European equity research team in January 2005. Michael graduated in philosophy, politics and economics from Oxford University. He is a CFA charterholder.
Total return for Michael Stiasny
Rolling Alpha Quartile: Discrete three year periods
Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.
 
Quartile 1
Quartile 2
Quartile 3
Quartile 4
 
 
 
 
 
61-97m
 
 
 
 
 
 
 
 
 
73-109m
 
 
 
 
 
 
 
 
 
85-121m
 
 
 
 
 
 
 
 
 
97-133m
 
 
 
 
 
 
 
 
 
109-145m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Michael Stiasny

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Michael Stiasny 14.3 -2.3 3.3 13.0 -10.0 7.9 -3.3 12.0 20.3 -2.7
Peer Group Composite 15.1 1.4 -0.3 15.5 -5.2 9.4 -2.1 13.8 11.9 3.5
Over / Under -0.8 -3.7 3.6 -2.5 -4.8 -1.5 -1.2 -1.8 8.4 -6.2
Performance vs peer group composite: Michael Stiasny
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
2 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
8 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
1 year
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
M&G Charifund Lead manager IA UK Equity Income since Nov 01 2016 to present
M&G Dividend Lead manager IA UK Equity Income since Feb 28 2019 to present
M&G Recovery Lead manager IA UK All Companies since Dec 31 2020 to present
M&G UK Income Distribution Co-managed (deputy) IA Flexible Investment since Mar 31 2021 to present
Funds managed previously
Fund Periods
M&G Recovery since Jan 25 2011 to Dec 30 2020
M&G Global Strategic Value since Feb 17 2012 to Mar 07 2019
M&G European Select since Jun 01 2007 to Jul 31 2010
M&G UK Income Distribution since Apr 01 2018 to Mar 30 2021
M&G European Special Situations since Feb 01 2008 to Jul 31 2010
M&G Index Tracker since Jul 01 2023 to Dec 11 2023
M&G UK Income Distribution since Nov 23 2017 to Mar 31 2018
Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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