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You are here: Manager factsheet

Stefan Isaacs
M&G UK, M&G Luxembourg S.A.
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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
 
 
 
 
 
53-89m
 
 
 
 
 
 
 
 
 
65-101m
 
 
 
 
 
 
 
 
 
77-113m
 
 
 
 
 
 
 
 
 
89-125m
 
 
 
 
 
 
 
 
 
101-137m
 
 
 
 
 
 
 
 
 
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 8.5 -0.7 -1.2 10.7 -6.0 2.5 2.2 10.4 2.4 -1.7
Peer Group Composite 8.0 -3.2 -1.1 11.9 -3.0 3.5 0.1 8.9 0.2 5.0
Over / Under 0.5 2.5 -0.1 -1.2 -3.0 -1.0 2.1 1.5 2.2 -6.7
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
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 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 (deputy) 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 Sustainable Global High Yield Bond Co-managed UT Sterling High Yield since Feb 25 2020 to present
M&G (Lux) Sustainable Global High Yield Bond Co-managed FO Fixed Int - USD High Yield since Aug 01 2021 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 (Lux) Sustainable Global High Yield Bond since Oct 05 2017 to Apr 30 2021
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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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