Fund updates

Jonathan Willcocks 06/11/2017

Joffy’s Journal — Technology

In this third in a series of videos looking at how investor behaviour has changed over the years, Global Head of Retail Sales, Jonathan (Joffy) Willcocks, looks at how asset managers have responded to advances in technology, with a particular focus on robo-advice.

Episode 3 Watch the video
Jonathan Willcocks 04/09/2017

Joffy’s Journal — Global financial crisis

In this first in a series of videos looking at the change in investor behaviour over the years, Global Head of Retail Sales, Jonathan (Joffy) Willcocks examines the global financial crisis and the ensuing reaction from investors.

Watch the video
Jonathan Willcocks 02/10/2017

Joffy’s Journal — Demographics

In the second in a series of videos looking at the change in investor behaviour over the years, Global Head of Retail Sales, Jonathan (Joffy) Willcocks looks at how demographic changes have begun to change the asset management landscape, and what we can expect in years to come.

Joffy's Journal - Episode 2: Demographics Watch the video

Literature

  • M&G Episode Income Fund - Sterling A - Key Investor Information Document PDF
  • M&G Episode Income Fund - Sterling A - Factsheet PDF
  • M&G Investment Funds (11) - Interim Long Report PDF
  • M&G Investment Funds (11) - Annual Long Report PDF
  • M&G Episode Income Fund - Annual Short Report PDF
  • M&G Episode Income Fund - Interim Short Report PDF
  • M&G Investment Funds (11) - Instrument of Incorporation PDF
  • M&G Investment Funds (11) - Prospectus PDF

Fund team

Fund manager tenure from 11/11/2010
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 Fund. Three years later, he became manager of the M&G Income Allocation Fund 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.
Maria Municchi is deputy manager of the M&G Episode Income Fund and M&G Income Allocation Fund. Maria initially joined M&G in 2009 and was part of the Multi Asset and Convertibles teams providing support as investment specialist. Before joining M&G, Maria worked at Barings and UBS Asset Management. She has an MSc in international management and finance and is a CFA charterholder.
Ana Cuddeford is the investment specialist covering M&G’s multi-asset fund range and the M&G Global Convertibles Fund. She initially joined M&G in December 2013 from FTSE Group, where she had helped execute their FTSE4 Good company engagement. Prior to that, Ana spent 16 years in equity sales, the last 11 of which were at financial group Citi. She is fluent in English, Spanish and Italian and has a good command of French. Ana graduated from the University of Wales, College of Cardiff with a BSc (Hons) in European community studies.
Susanne Grabinger joined M&G in 2010 and is currently an investment specialist providing support for M&G's multi-asset fund range and the M&G Global Convertibles Fund. Prior to joining M&G, Susanne worked at JPMorgan Asset Management as a client portfolio manager, focusing on institutional equity accounts and balanced mutual funds. She holds a master’s degree in business administration from the University of Bamberg, Germany, and is a CFA charterholder. Susanne is fluent in German and English and is also proficient in French and Spanish.
Christophe Machu joined the Multi Asset and Convertibles teams as an associate investment specialist providing support for M&G's multi-asset fund range and the M&G Global Convertibles Fund in September 2014. He initially joined M&G in 2012 as a sales support in Paris before moving into the International Marketing team in London. Christophe has an MSc in risk and finance from EDHEC Business School.
Graziano Creperio joined the M&G Multi Asset team as an associate investment specialist providing support for the M&G multi-asset funds and the M&G Global Convertibles Fund. He initially joined M&G in 2012 as a fund data analyst and was later promoted to senior data specialist. Prior to joining M&G, Graziano worked as a portfolio data analyst at Morningstar. He holds a MSc in management and a BA in economics from Bocconi University in Milan. He also took part in exchange programmes at Babson College in Boston and at Jiao Tong University in Shanghai.

How to Invest

By telephone

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