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You are here: Manager factsheet

Craig Simpson
M&G Luxembourg S.A., M&G UK
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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
 
 
 
 
 
61-97m
 
 
 
 
 
 
 
 
 
73-109m
 
 
 
 
 
 
 
 
 
85-121m
 
 
 
 
 
 
 
 
 
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 10.3 4.8 3.9 1.1 5.9 -1.5 - 3.9 - -
Peer Group Composite 12.7 1.8 -4.6 7.3 4.0 2.1 - 3.6 - -
Over / Under -2.4 3.0 8.5 -6.2 1.9 -3.6 - 0.3 - -
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
4 years
out of a possible 7
 
Overall markets
Up
Underperformed peer group composite
3 years
out of a possible 7
 
Rising markets
UpDown
Outperformed peer group composite
3 years
out of a possible 6
 
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 (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
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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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