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You are here: Manager factsheet

Steven Andrew

M&G UK, M&G Luxembourg S.A.
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Manager profile
Steven Andrew joined M&G in 2005 as a member of the portfolio strategy & risk team, before moving to the Multi Asset team, where he helped to formulate asset allocation strategies for M&G's multi-asset fund range. In November 2010, Steven was appointed manager of the M&G Episode Income strategy and, three years later, he became manager of the M&G Income Allocation strategy upon its launch. Steven began his career at the Bank of England in 1987 and subsequently worked at F&C Asset Management and Merrill Lynch before joining M&G. He holds a BSc (Hons) degree in financial economics from the University of London.
Total return for Steven Andrew
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 : Steven Andrew

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
Steven Andrew 3.8 -5.2 4.1 15.0 -6.1 -3.5 5.4 19.1 -1.9 14.9
Peer Group Composite 6.5 -2.8 2.1 14.2 -4.2 2.9 1.7 14.7 0.5 8.7
Over / Under -2.7 -2.4 2.0 0.8 -1.9 -6.4 3.7 4.4 -2.4 6.2
Performance vs peer group composite: Steven Andrew
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
5 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
5 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
0 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
M&G Episode Income Co-managed UT Mixed Investment 20-60% Shares since Nov 11 2010 to present
M&G (LUX) Income Allocation Co-managed FO Mixed Asset - Cautious since Jan 16 2018 to present
M&G (Lux) Sustainable Allocation Co-managed (deputy) FO Mixed Asset - Flexible since Dec 04 2018 to present
M&G Sustainable Multi Asset Co-managed (deputy) UT Mixed Investment 20-60% Shares since Feb 20 2019 to present
M&G Sustainable Multi Asset Balanced Sterling Co-managed (deputy) UT Volatility Managed since Dec 08 2020 to present
M&G Sustainable Multi Asset Cautious Sterling Co-managed (deputy) UT Volatility Managed since Dec 08 2020 to present
M&G Sustainable Multi Asset Growth Sterling Co-managed (deputy) UT Volatility Managed since Dec 08 2020 to present
M&G (Lux) Dynamic Allocation Co-managed FO Mixed Asset - Flexible since Jul 01 2022 to present
Funds managed previously
Fund Periods
M&G Income Allocation since Nov 07 2013 to fund close
M&G Prudent Allocation since Apr 23 2015 to fund close
M&G (Lux) Conservative Allocation since Jan 16 2018 to Jul 14 2020
M&G (Lux) Conservative Allocation since Jul 15 2020 to fund close
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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