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You are here: Manager factsheet

Elina Symon
M&G UK
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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
 
 
 
 
 
53-89m
 
 
 
 
 
 
 
 
 
65-101m
 
 
 
 
 
 
 
 
 
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 3.2 -2.5 7.6 34.4 -23.1 6.6 - - - -
Peer Group Composite 8.9 -2.5 6.8 32.2 -16.1 3.8 - - - -
Over / Under -5.7 0.0 0.8 2.2 -7.0 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
3 years
out of a possible 6
 
Overall markets
Up
Underperformed peer group composite
3 years
out of a possible 6
 
Rising markets
UpDown
Outperformed peer group composite
3 years
out of a possible 4
 
Falling markets
UpDown
Outperformed peer group composite
0 years
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
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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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