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You are here: Manager factsheet

David Fishwick

M&G Luxembourg S.A.
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Manager profile
David Fishwick is CIO of the Macro Investment Business at M&G and has more than three decades of investment management experience. He joined Prudential Portfolio Managers (now M&G Investments) in 1987 as a European economist and subsequently became responsible for forming views on global bond and currency markets and applying them to multi-asset funds. In 1994, David 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 Episode Macro strategy, which follows the same philosophy, was launched in 2010. David, who has managed the strategy since launch, 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
 
 
 
 
 
53-89m
 
 
 
 
 
 
 
 
 
65-101m
 
 
 
 
 
 
 
 
 
77-113m
 
 
 
 
 
 
 
 
 
89-125m
 
 
 
 
 
 
 
 
 
101-137m
 
 
 
 
 
 
 
 
 
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 2.8 9.5 9.6 14.7 -3.2 -1.0 5.0 21.1 3.3 -1.9
Peer Group Composite 4.4 -0.8 4.6 11.7 -2.1 1.3 0.0 11.6 1.4 2.7
Over / Under -1.6 10.3 5.0 3.0 -1.1 -2.3 5.0 9.5 1.9 -4.6
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
6 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
5 years
out of a possible 8
 
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 (Lux) Episode Macro Lead manager FO Hedge/Stru Prod - Mixed since Oct 26 2018 to present
M&G (Lux) Dynamic Allocation Co-managed (deputy) FO Mixed Asset - Flexible since Jul 15 2020 to present
Funds managed previously
Fund Periods
M&G Episode Macro since Jun 04 2010 to fund close
M&G Managed Growth since Sep 01 2015 to Nov 30 2022
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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