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You are here: Manager factsheet

Alex Houlding
M&G UK
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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 17.2 5.4 -7.3 18.6 -1.3 - - - - -
Peer Group Composite 15.5 2.4 -10.2 20.2 -0.3 - - - - -
Over / Under 1.7 3.0 2.9 -1.6 -1.0 - - - - -
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 5
 
Overall markets
Up
Underperformed peer group composite
2 years
out of a possible 5
 
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 2
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
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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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