M&G (Lux) Episode Macro Fund

Investment Objective

The fund aims to deliver a total return (the combination of capital growth and income) of 4-8% a year above the 3-month LIBOR, over any five-year period. The M&G (Lux) Episode Macro Fund seeks to generate returns by identifying instances when asset prices have moved away from fundamental value, as a result of human emotion. This is based on a belief that these instances have a high likelihood of correcting over the medium term due to the short-term nature of behavioural influences.

Performance

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2023 0.6 0.4 0.4 0.8 0.4 0.9 0.5 0.9 0.7 0.5 0.4 0.5 0.7
2022 0.3 0.4 0.8 0.7 0.4 1.0 1.0 0.7 0.7 0.3 1.0 0.5 0.4

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