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

Elina Symon
M&G UK
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
Elina Symon is manager of the M&G UK Income Distribution Fund. Elina has been the deputy manager of Charifund since April 2018 and in July 2019 was appointed to the same position on both the M&G UK Income Distribution Fund and the M&G Recovery Fund. Elina joined M&G in 2011 as a graduate and subsequently worked as an equity analyst covering the telecommunications and utilities sectors. Since October 2014, she has been a dedicated analyst with the UK Equities team. Prior to joining M&G, Elina worked at Bank of New York Mellon in its Treasury department. She graduated with a degree in international business, finance and economics from Manchester Business School in 2010. Elina is a CFA charterholder.
Total return for Elina Symon
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
 
 
 
 
 
 
 
 
 
24-60m
 
 
 
 
 
 
 
 
 
36-72m
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Elina Symon

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
Elina Symon 12.7 3.7 -7.7 32.8 -21.2 6.8 3.9 - - -
Peer Group Composite 16.8 3.2 -9.6 30.4 -11.7 6.2 1.1 - - -
Over / Under -4.1 0.5 1.9 2.4 -9.5 0.6 2.8 - - -
Performance vs peer group composite: Elina Symon
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 7
 
Overall markets
Up
Underperformed peer group composite
2 years
out of a possible 7
 
Rising markets
UpDown
Outperformed peer group composite
4 years
out of a possible 5
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
M&G Charifund Co-managed (deputy) UT UK Equity Income since Apr 01 2018 to present
M&G Recovery Co-managed (deputy) UT UK All Companies since Jul 01 2019 to present
M&G UK Income Distribution Lead manager UT Flexible Investment since Mar 31 2021 to present
Funds managed previously
Fund Periods
M&G UK Income Distribution since Mar 07 2019 to Mar 30 2021
News & Research: Related articles sector Sector fund Fund group Group manager Manager
Group The perfect funds to pair with your US tracker By Patrick Sanders  25-Nov-2024
Group Five funds to weather the storm of Trump’s second term By Matteo Anelli and Emma Wallis  08-Nov-2024
Group 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
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 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
Fund 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
Fund The most-owned dividend stocks by UK income funds By Jonathan Jones  08-Oct-2024
Group Is Japan the most attractive small-cap opportunity? By Chris Salih  01-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