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You are here: Manager factsheet

Richard Halle
M&G UK, M&G Luxembourg S.A.
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Manager profile
Richard Halle joined M&G in 1999 as a sector analyst focusing on insurance. Since 2002, he has been managing various institutional and wholesale funds focusing on European and North American value strategy, domiciled in London and Luxembourg. Before joining M&G, Richard worked as a security analyst for the Sedgwick Group. He graduated from the University of Natal in South Africa with a bachelor of commerce and is a CFA charterholder.
Total return for Richard Halle
Manager career performance
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
 
 
 
 
 
53-89m
 
 
 
 
 
 
 
 
 
65-101m
 
 
 
 
 
 
 
 
 
77-113m
 
 
 
 
 
 
 
 
 
89-125m
 
 
 
 
 
 
 
 
 
101-137m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Richard Halle

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
Richard Halle 17.0 3.7 13.8 39.7 -18.7 0.8 0.4 27.9 -2.5 10.1
Peer Group Composite 16.8 -0.4 8.7 38.6 -7.7 6.5 3.3 22.4 -2.1 11.1
Over / Under 0.2 4.1 5.1 1.1 -11.0 -5.7 -2.9 5.5 -0.4 -1.0
Performance vs peer group composite: Richard Halle
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
5 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
5 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
4 years
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 North American Value Co-managed (deputy) UT North America since Sep 01 2013 to present
M&G (Lux) European Strategic Value Lead manager FO Equity - Europe inc UK since Sep 18 2018 to present
M&G (Lux) North American Value Co-managed (deputy) FO Equity - North America since Nov 09 2018 to present
M&G Global Strategic Value Co-managed UT Global since Jul 05 2019 to present
Funds managed previously
Fund Periods
M&G Charifund since Jan 01 1999 to Nov 01 2016
M&G NAACIF since Jan 01 1999 to Aug 31 2016
M&G European Strategic Value since Feb 01 2008 to fund close
WS European since Jun 01 2004 to fund close
M&G Global Convertibles since Jul 13 2007 to Sep 30 2013
M&G Pan European Dividend since Jul 18 2008 to Apr 01 2012
M&G European Select since Jul 05 2019 to fund close
M&G Global Themes since Nov 23 2017 to Jan 09 2019
M&G (Lux) Pan European Dividend since Jul 05 2019 to fund close
WS Prudential European QIS C since Apr 05 2013 to fund close
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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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