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You are here: Manager factsheet

Shane Kelly

M&G UK
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Manager profile
Shane Kelly was appointed co-fund manager of the M&G Global Recovery Fund in July 2019, and fund manager of the M&G Japan Fund and the M&G Japan Smaller Companies Fund in September 2019. Shane joined M&G in December 2017, having previously worked at Alphinity Investment Management (Sydney, Australia) as a research analyst responsible for coverage of the construction materials and healthcare sectors, as well as all quantitative research. Prior to joining Alphinity, Shane worked for Alliance Bernstein (Sydney, Australia) between 2007 and 2010 as a risk manager and a quantitative analyst. Shane previously worked at M&G between 1999-2007, when he was a member of the portfolio construction and risk team, and prior to that head of the equities performance team. He has a Bachelor of Commerce and Administration from Victoria University of Wellington and a Masters of Applied Finance and Investment from the Securities Institute of Australia.
Total return for Shane Kelly
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
 
 
 
 
 
 
 
 
 
12-48m
 
 
 
 
 
 
 
 
 
24-60m
 
 
 
 
 
 
 
 
 
36-72m
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Shane Kelly

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
Shane Kelly 19.1 8.0 1.9 - - - - - - -
Peer Group Composite 21.8 2.5 -10.7 - - - - - - -
Over / Under -2.7 5.5 12.6 - - - - - - -
Performance vs peer group composite: Shane Kelly
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 3
 
Overall markets
Up
Underperformed peer group composite
1 year
out of a possible 3
 
Rising markets
UpDown
Outperformed peer group composite
1 year
out of a possible 2
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
M&G Global Strategic Value Co-managed UT Global since May 01 2021 to present
Funds managed previously
Fund Periods
M&G Global Strategic Value since Jul 05 2019 to Oct 31 2019
M&G (Lux) Japan since Sep 04 2019 to Sep 20 2019
M&G (Lux) Japan Smaller Companies since Sep 04 2019 to Sep 20 2019
M&G Japan since Sep 04 2019 to Sep 20 2019
M&G Japan Smaller Companies since Sep 04 2019 to Sep 20 2019
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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