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

Alex Houlding
M&G UK
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
Alex Houlding joined M&G as a graduate in 2014 and rotated through various investment teams before joining the M&G Multi Asset team as an analyst in September 2015. He was appointed deputy manager on the M&G Episode Growth strategy in November 2019. Alex has a degree in economics from the University of Cambridge and passed all three levels of the CFA Program.
Total return for Alex Houlding
Manager career performance
Discrete calendar year performance : Alex Houlding

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
Alex Houlding 12.3 1.2 7.2 27.0 - - - - - -
Peer Group Composite 9.8 -4.2 5.5 27.2 - - - - - -
Over / Under 2.5 5.4 1.7 -0.2 - - - - - -
Performance vs peer group composite: Alex Houlding
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 4
 
Overall markets
Up
Underperformed peer group composite
1 year
out of a possible 4
 
Rising markets
UpDown
Outperformed peer group composite
2 years
out of a possible 3
 
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 Episode Growth Co-managed (deputy) UT Mixed Investment 40-85% Shares since Nov 01 2019 to present
M&G Managed Growth Co-managed (deputy) UT Flexible Investment since Dec 01 2022 to present
M&G Episode Allocation Co-managed (deputy) UT Mixed Investment 20-60% Shares since Jun 01 2023 to present
Funds managed previously
Fund Periods
No previously managed funds
News & Research: Related articles sector Sector fund Fund group Group manager Manager
Group Six managers ascend to FE fundinfo’s Alpha Manager ‘Hall of Fame’ By Emma Wallis  18-Apr-2024
Sector F&C vs Alliance Trust: Which core global equity trust should you pick? By Jean-Baptiste Andrieux  18-Apr-2024
Group Investors sell Fundsmith and Baillie Gifford funds in the first quarter of 2024 By Jean-Baptiste Andrieux  17-Apr-2024
Sector The discounted investment trusts this specialist stockpicker is snapping up By Emma Wallis  09-Apr-2024
Group The global bond funds that keep delivering the most bang for your buck By Matteo Anelli  09-Apr-2024
Group The experts’ perfect fund pairings for investing in bonds By Jean-Baptiste Andrieux  09-Apr-2024
Group The income funds for last-minute ISA investors By Jonathan Jones  04-Apr-2024
Group The one fund to add to your ISA before the deadline By Jonathan Jones  03-Apr-2024
Group Revealed: The nominees for the Alpha Manager of the Year Awards 2024 By Emma Wallis  28-Mar-2024
Sector AJ Bell’s six ISA funds for investors of all risk tolerances By Jonathan Jones  27-Mar-2024
Group The experts’ perfect fund pairings for investing in emerging markets By Jean-Baptiste Andrieux  25-Mar-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