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You are here: Manager factsheet

David Fishwick

FE fundinfo Alpha Manager
M&G UK, M&G Luxembourg S.A.
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Trustnet verdict
Overall, performing better than the peer group composite. Over a long track record, the manager has, period by period, consistently managed to outperform the peer group. Good stock picking has had a material positive impact on results, which have tended to be relatively better in a rising market.
Manager profile
David Fishwick is Head of Macro and Equities Investment at M&G Investments and co-fund manager of the M&G Episode Macro Fund. He is also fund manager of the M&G Managed Growth Fund. Dave has more than 30 years of investment management experience, having joined Prudential Portfolio Managers (now M&G Investments) in 1987 as a European economist and subsequently being responsible for forming views on global bond and currency markets and applying them to multi-asset funds. In 1994, Dave relocated to Australia where he was appointed head of fixed interest and asset allocation strategy in 1997. During that time, he developed his ideas on market behaviour and designed the strategy, philosophy and process implemented for an overlay mandate for the Prudential Life Fund upon his return to Europe in 1999. In light of the success of this mandate, the M&G Episode Macro Fund was launched in 2010, which follows the same strategy. Dave has a BSc in economics from Brunel University, London.
Total return for David Fishwick
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
 
 
 
 
 
1-37m
 
 
 
 
 
 
 
 
 
13-49m
 
 
 
 
 
 
 
 
 
25-61m
 
 
 
 
 
 
 
 
 
37-73m
 
 
 
 
 
 
 
 
 
49-85m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : David Fishwick

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
David Fishwick 7.0 -3.0 12.0 13.6 6.6 11.5 8.1 -5.7 1.4 -
Peer Group Composite 4.1 -1.2 6.4 10.7 -0.9 2.2 6.2 -1.3 -2.4 -
Over / Under 2.9 -1.8 5.6 2.9 7.5 9.3 1.9 -4.4 3.8 -
Performance vs peer group composite: David Fishwick
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
7 years
out of a possible 9
 
Overall markets
Up
Underperformed peer group composite
2 years
out of a possible 9
 
Rising markets
UpDown
Outperformed peer group composite
5 years
out of a possible 5
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 4
Funds currently managed
Fund Sole/Co-managed Sector Periods
M&G Episode Macro Co-managed UT Specialist since Jun 04 2010 to present
M&G Managed Growth Lead manager UT Flexible Investment since Sep 01 2015 to present
M&G (Lux) Episode Macro Co-managed FO Hedge/Stru Prod - Mixed since Oct 26 2018 to present
Funds managed previously
Fund Periods
No previously managed funds
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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