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You are here: Manager factsheet

Stefano Amato
M&G Luxembourg S.A., M&G UK
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Manager profile
Stefano Amato joined M&G in November 2022, bringing a 15-year track record across asset management and financial markets. Before joining M&G, he was Head of Multi Asset Solutions at Santander Asset Management. Prior to that, Stefano held portfolio management roles for JP Morgan and Centurion Group, and worked in various positions for Societe Generale, Nomura and Lehman Brothers. Stefano has a MSc in Finance from the London Business School, a Masters in Behavioural Economics and a BA in Communication Sciences and Technologies from IULM University in Milan.
Total return for Stefano Amato
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
 
 
 
 
 
54-90m
 
 
 
 
 
 
 
 
 
66-102m
 
 
 
 
 
 
 
 
 
24-60m
 
 
 
 
 
 
 
 
 
36-72m
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Stefano Amato

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
Stefano Amato 3.8 - - 13.8 -1.9 1.0 - - - -
Peer Group Composite 5.0 - - 16.9 -2.3 -1.0 - - - -
Over / Under -1.2 - - -3.1 0.4 2.0 - - - -
Performance vs peer group composite: Stefano Amato
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
2 years
out of a possible 4
 
Overall markets
Up
Underperformed peer group composite
2 years
out of a possible 4
 
Rising markets
UpDown
Outperformed peer group composite
0 years
out of a possible 2
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
M&G (LUX) Income Allocation Co-managed FO Mixed Asset - Cautious since Dec 19 2022 to present
M&G Episode Income Co-managed UT Mixed Investment 20-60% Shares since Dec 19 2022 to present
Funds managed previously
Fund Periods
Santander Max 100% Shares Portfolio since Sep 01 2018 to Jun 24 2021
Santander Max 30% Shares Income Portfolio since Sep 01 2018 to Jun 24 2021
Santander Max 30% Shares Portfolio since Sep 01 2018 to Jun 24 2021
Santander Max 50% Shares Portfolio since Sep 01 2018 to Jun 24 2021
Santander Max 60% Shares Income Portfolio since Sep 01 2018 to Jun 24 2021
Santander Max 70% Shares Portfolio since Sep 01 2018 to Jun 24 2021
Santander Multi Index 1 since Sep 01 2018 to Jun 24 2021
Santander Multi Index 2 since Sep 01 2018 to Jun 24 2021
Santander Multi Index 3 since Sep 01 2018 to Jun 24 2021
Santander Multi Index 4 since Sep 01 2018 to Jun 24 2021
Santander Atlas Income Portfolio since Jun 30 2019 to Jun 24 2021
Santander Atlas Portfolio 3 since Jun 30 2019 to Jun 24 2021
Santander Atlas Portfolio 4 since Jun 30 2019 to Jun 24 2021
Santander Atlas Portfolio 5 since Jun 30 2019 to Jun 24 2021
Santander Atlas Portfolio 6 since Jun 30 2019 to Jun 24 2021
Santander Atlas Portfolio 7 since Jun 30 2019 to Jun 24 2021
Santander Bond Monthly Income since Sep 01 2018 to fund close
Santander Max 70% Shares Unit Trust since Sep 01 2018 to Nov 27 2018
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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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