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

Craig Simpson
M&G Luxembourg S.A., M&G UK
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
Craig Simpson, who has more than 15 years experience in the investment industry, joined M&G in 2004 as a portfolio manager. In February 2015, he was appointed Head of Portfolio Management for the Multi Asset team and has been co-deputy manager of the Global Target Return strategy since December 2016 and co-manager of the Episode Growth strategy since December 2019. Before joining M&G, Craig was a trainee fund manager at Equitable Life Assurance and an analyst at Pictet Asset Management. He graduated from the University of Aberdeen with a degree in land economics.
Total return for Craig Simpson
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
 
 
 
 
 
 
 
 
 
84-120m
 
 
 
 
 
 
 
 
 
36-72m
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Craig Simpson

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
Craig Simpson 13.8 4.7 -0.8 6.6 1.2 -1.4 - 3.7 - -
Peer Group Composite 13.8 1.3 -7.0 12.1 -0.4 1.8 - 3.7 - -
Over / Under 0.0 3.4 6.2 -5.5 1.6 -3.2 - -0.1 - -
Performance vs peer group composite: Craig Simpson
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 7
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 7
 
Rising markets
UpDown
Outperformed peer group composite
1 year
out of a possible 5
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
M&G (Lux) Global Target Return Co-managed (deputy) FO Mixed Asset - Flexible since May 01 2019 to present
M&G Global Target Return Co-managed (deputy) IA Targeted Absolute Return since May 01 2019 to present
M&G Episode Growth Co-managed IA Mixed Investment 40-85% Shares since Dec 31 2019 to present
M&G Managed Growth Lead manager IA Flexible Investment since Dec 01 2022 to present
Funds managed previously
Fund Periods
M&G Global Target Return since Dec 13 2016 to Feb 28 2018
News & Research: Related articles sector Sector fund Fund group Group manager Manager
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
Fund M&G sustainability range loses Square Mile ratings on fund merger plans By Gary Jackson  05-Nov-2024
Sector The best and worst funds in October By Gary Jackson  01-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
Group 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
Sector The cheapest and most expensive investment trusts out there By Emma Wallis  09-Oct-2024
Sector Absolute return fund battle: Aviva vs Janus Henderson By Matteo Anelli  09-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