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You are here: Manager factsheet

Stuart Rhodes

M&G UK, M&G Luxembourg S.A.
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Manager profile
Stuart Rhodes joined M&G in 2004 as a global equity analyst after graduating from Bath University with a degree in business administration. Stuart has been the manager of the M&G Global Dividend strategy since it was launched in July 2008. In April 2015 he was appointed deputy manager of the M&G North American Dividend strategy and in January 2019 of the M&G Global Themes strategy. Stuart is a CFA charterholder.
Total return for Stuart Rhodes
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
Discrete calendar year performance : Stuart Rhodes

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
Stuart Rhodes 13.5 -1.1 16.2 42.6 -10.5 14.1 -0.8 36.3 -0.8 6.9
Peer Group Composite 17.0 -1.5 10.1 38.4 -7.3 9.9 0.1 28.4 0.6 13.0
Over / Under -3.5 0.4 6.1 4.2 -3.2 4.2 -0.9 7.9 -1.4 -6.1
Performance vs peer group composite: Stuart Rhodes
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
Outperformed peer group composite
5 years
out of a possible 10
Overall markets
Underperformed peer group composite
5 years
out of a possible 10
Rising markets
Outperformed peer group composite
4 years
out of a possible 8
Falling markets
Outperformed peer group composite
1 year
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
M&G Global Dividend Lead manager IA Global Equity Income since Jul 18 2008 to present
M&G North American Dividend Co-managed (deputy) IA North America since Apr 28 2015 to present
M&G (Lux) Global Dividend Lead manager FO Equity - International since Sep 18 2018 to present
M&G (Lux) North American Dividend Co-managed (deputy) FO Equity - North America since Nov 09 2018 to present
M&G (Lux) Global Themes Co-managed (deputy) FO Equity - Ethical since Mar 19 2019 to present
Funds managed previously
Fund Periods
M&G Global Themes since Jan 10 2019 to Nov 30 2023
M&G Pan European Dividend since Apr 01 2012 to Feb 01 2015
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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