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

Password Reminder
Not Registered? Click Here

Register

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

Stefan Isaacs
M&G UK, M&G Luxembourg S.A.
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
Stefan Isaacs is Deputy CIO of Public Fixed Income and Head of M&G's Wholesale Fixed Income business. He joined M&G as a graduate in 2001 and was subsequently promoted to corporate bond dealer specialising in high yield bonds and euro-denominated credit. He was appointed fund manager of the M&G European corporate bond strategy in April 2007. Since 2010, he has also been managing a number of high yield and high yield ESG strategies in London and in Luxembourg.
Total return for Stefan Isaacs
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
 
 
 
 
 
60-96m
 
 
 
 
 
 
 
 
 
72-108m
 
 
 
 
 
 
 
 
 
84-120m
 
 
 
 
 
 
 
 
 
96-132m
 
 
 
 
 
 
 
 
 
108-144m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Stefan Isaacs

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
Stefan Isaacs 9.4 4.9 -5.4 2.5 -0.9 3.3 0.3 4.5 15.3 -3.3
Peer Group Composite 10.1 3.9 -7.5 2.7 3.0 5.8 0.3 2.8 11.0 0.5
Over / Under -0.7 1.0 2.1 -0.2 -3.9 -2.5 0.0 1.7 4.3 -3.8
Performance vs peer group composite: Stefan Isaacs
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
4 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
6 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
3 years
out of a possible 9
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
M&G Optimal Income Co-managed (deputy) UT Sterling Strategic Bond since Dec 08 2006 to present
M&G Global High Yield Bond Co-managed UT Sterling High Yield since Sep 30 2010 to present
M&G Global Floating Rate High Yield Co-managed (deputy) UT Sterling High Yield since Sep 11 2014 to present
M&G (Lux) Optimal Income Co-managed (deputy) FO Fixed Int - EUR since Sep 07 2018 to present
M&G (Lux) Global Floating Rate High Yield Co-managed FO Fixed Int - USD High Yield since Sep 21 2018 to present
M&G (Lux) Euro Corporate Bond Co-managed FO Fixed Int - EUR Corporate Bond since Nov 09 2018 to present
M&G (Lux) Global High Yield Bond Co-managed FO Fixed Int - USD High Yield since Nov 09 2018 to present
M&G (Lux) Sustainable Global High Yield Bond Lead manager FO Fixed Int - USD High Yield since Aug 01 2024 to present
M&G Sustainable Global High Yield Bond Co-managed UT Sterling High Yield since Aug 01 2024 to present
Funds managed previously
Fund Periods
M&G European Corporate Bond since Mar 30 2007 to fund close
M&G European High Yield Bond since Dec 01 2011 to fund close
M&G European High Yield Bond since Jul 01 2007 to Nov 30 2011
M&G Floating Rate High Yield Solution since Aug 24 2017 to fund close
M&G Sustainable Global High Yield Bond since Feb 25 2020 to Dec 31 2023
M&G (Lux) Sustainable Global High Yield Bond since Oct 05 2017 to Apr 30 2021
M&G (Lux) Sustainable Global High Yield Bond since Aug 01 2021 to Dec 31 2023
News & Research: Related articles sector Sector fund Fund group Group manager Manager
Group Five funds to weather the storm of Trump’s second term By Matteo Anelli and Emma Wallis  08-Nov-2024
Fund Two-fund portfolios: The equity/bond approach By Matteo Anelli  06-Nov-2024
Group M&G sustainability range loses Square Mile ratings on fund merger plans By Gary Jackson  05-Nov-2024
Sector The best and worst funds in October By Gary Jackson  01-Nov-2024
Group What investors can learn from a super-election year, reasons to feel good about fixed income and key things to know about emerging markets: Thoughts from Fundswire this week By Diana Llewellyn  01-Nov-2024
Group Two lessons that M&G learned from 2024’s volatility spike By Gary Jackson  23-Oct-2024
Group Where to invest after summer storms, why UK equities aren’t a trap and looking for smarter growth in Asia: Thoughts from Fundswire this week By Diana Llewellyn  18-Oct-2024
Group Bond markets are pricing in a hard landing, say M&G’s Bond Vigilantes By Jonathan Jones  15-Oct-2024
Group M&G Recovery: Should you buy, hold or fold? By Patrick Sanders  14-Oct-2024
Group Two-fund portfolios: The multi-asset approach By Matteo Anelli  11-Oct-2024
Group The most-owned dividend stocks by UK income funds By Jonathan Jones  08-Oct-2024
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.

LATEST :

Five reasons to keep hold of your defensive funds

13:00 | Monday, January 20, 2014

Close

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

© Trustnet Limited 2024. All Rights Reserved.
Please read our Terms of Use / Disclaimer and Privacy and Cookie Policy.
Data supplied in conjunction with Refinitiv and London Stock Exchange Plc