PLEASE TELL US A LITTLE ABOUT YOURSELF SO THAT WE CAN DISPLAY THE MOST
APPROPRIATE CONTENT TO YOU:

This site uses cookies. Some of the cookies are essential for parts of the site to operate and have already been set. You may delete and block all cookies from this site, but if you do, parts of the site may not work. To find out more about cookies used on Trustnet and how you can manage them, see our Privacy and Cookie Policy.

By clicking "I Agree" below, you acknowledge that you accept our Privacy Policy and Terms of Use.

For more information Click here

Login

Register

It's look like you're leaving us

What would you like us to do with the funds you've selected

Show me all my options Forget them Save them
Customise this table
You are here: Manager factsheet

Steven Andrew

M&G UK, M&G Luxembourg S.A.
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
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 manager of the M&G Episode Income strategy and, three years later, he became manager of the M&G Income Allocation strategy upon its launch. Steven 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. He holds a BSc (Hons) degree in financial economics from the University of London.
Total return for Steven Andrew
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
 
 
 
 
 
60-96m
 
 
 
 
 
 
 
 
 
72-108m
 
 
 
 
 
 
 
 
 
84-120m
 
 
 
 
 
 
 
 
 
96-132m
 
 
 
 
 
 
 
 
 
108-144m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Steven Andrew

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
Steven Andrew 9.8 2.7 -13.0 11.5 -4.1 6.7 -4.3 8.4 23.5 -0.4
Peer Group Composite 12.0 1.0 -8.1 10.2 0.7 5.2 -0.9 5.4 18.2 2.7
Over / Under -2.2 1.7 -4.9 1.3 -4.8 1.5 -3.4 3.0 5.3 -3.1
Performance vs peer group composite: Steven Andrew
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
5 years
out of a possible 8
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
M&G Episode Income Co-managed UT Mixed Investment 20-60% Shares since Nov 11 2010 to present
M&G (Lux) Sustainable Allocation Co-managed (deputy) FO Mixed Asset - Flexible since Dec 04 2018 to present
M&G Sustainable Multi Asset Co-managed (deputy) UT Mixed Investment 20-60% Shares since Feb 20 2019 to present
M&G Sustainable Multi Asset Balanced Sterling Co-managed (deputy) UT Volatility Managed since Dec 08 2020 to present
M&G Sustainable Multi Asset Cautious Sterling Co-managed (deputy) UT Volatility Managed since Dec 08 2020 to present
M&G Sustainable Multi Asset Growth Sterling Co-managed (deputy) UT Volatility Managed since Dec 08 2020 to present
M&G (Lux) Dynamic Allocation Co-managed FO Mixed Asset - Flexible since Jul 01 2022 to present
Funds managed previously
Fund Periods
M&G Income Allocation since Nov 07 2013 to fund close
M&G Prudent Allocation since Apr 23 2015 to fund close
M&G (Lux) Conservative Allocation since Jan 16 2018 to Jul 14 2020
M&G (LUX) Income Allocation since Jan 16 2018 to Jun 25 2020
M&G (Lux) Conservative Allocation since Jul 15 2020 to fund close
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.

You are currently using an old browser which will not be supported by Trustnet after 31/07/2016. To ensure you benefit from all features on the site, please update your browser.   Close