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You are here: Manager factsheet

Lu Yu
M&G Luxembourg S.A., M&G UK
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Manager profile
Lu Yu joined M&G in September 2007 as part of the graduate intake and worked as a business analyst. In March 2010 she transitioned to corporate credit research and spent eight years working on sectors including airlines, aerospace & defence and auto, researching both investment grade and high yield bonds. Her primary focus is on high yield bonds and ESG engagement. Since March 2019, she has been part of the management team of M&G’s Global High Yield ESG Bond strategies, first in Luxembourg and from February 2020 in London. Lu holds a BEng of Computer Science and Technology from Dalian University of Technology (China), and a MSc in Multimedia Technology from University of Bath. She is a CFA charterholder.
Total return for Lu Yu
Manager career performance
Discrete calendar year performance : Lu Yu

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
Lu Yu 11.8 2.1 -6.3 2.4 -1.1 6.8 - - - -
Peer Group Composite 12.2 4.2 -4.8 5.8 0.6 5.3 - - - -
Over / Under -0.4 -2.1 -1.5 -3.4 -1.7 1.5 - - - -
Performance vs peer group composite: Lu Yu
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
1 year
out of a possible 6
 
Overall markets
Up
Underperformed peer group composite
5 years
out of a possible 6
 
Rising markets
UpDown
Outperformed peer group composite
1 year
out of a possible 5
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
M&G (Lux) Sustainable Global High Yield Bond Co-managed (deputy) FO Fixed Int - USD High Yield since Mar 08 2019 to present
M&G Sustainable Global High Yield Bond Co-managed UT Sterling High Yield since Jan 01 2024 to present
M&G (Lux) Global Floating Rate High Yield Co-managed FO Fixed Int - USD High Yield since Feb 01 2024 to present
M&G Global Floating Rate High Yield Co-managed UT Sterling High Yield since Feb 01 2024 to present
Funds managed previously
Fund Periods
M&G Sustainable Global High Yield Bond since Feb 25 2020 to Dec 31 2023
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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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