The information in this site is intended for financial advisers only.

The information contained in these pages must not be used or relied upon by private investors. We recommend that you read our 'Terms & Conditions' before browsing the site.

Please click the appropriate button to the right to confirm that you are a financial adviser and wish to continue.

This site uses cookies

A cookie is a small piece of information generated by a web server and sent to your computer when you access this website. Our cookies do not hold any personal information about you. This cookie is used to remember your selection next time you visit our site. It is stored on your computer’s hard drive but can be deleted at any time via the ‘Tools’ option on your internet browser. By clicking to accept and proceeding beyond this page, you agree to accept this cookie from this site.

This site also uses other types of cookies. For more details see our Privacy & Cookies policy. This provides options of how to opt out of these cookies.

Audience

Fund updates

14/07/2020

The M&G Episode Macro Fund

The M&G Episode Macro Fund will close on 2 October 2020. Investors can find information on other funds available in the M&G range on our website.

Literature

  • M&G Episode Macro Fund - GBP - S-H Acc - Costs and charges illustration PDF
  • M&G Episode Macro Fund - Sterling S-H Acc - Factsheet - (UK) PDF
  • M&G Episode Macro Fund - GBP - S-H Acc - Key Investor Information Document (UK) PDF
  • M&G Episode Macro Fund - Annual Short Report PDF
  • M&G Episode Macro Fund - Interim Short Report PDF
  • M&G Investment Funds (5) - Annual Long Report PDF
  • M&G Investment Funds (5) - Interim Long Report PDF
  • M&G Investment Funds (5) - Instrument of Incorporation PDF
  • M&G Investment Funds (5) - Prospectus PDF
  • M&G Annual Value Assessment Report - 2020 PDF

Fund team

Fund manager tenure from 04/06/2010
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.
Eric Lonergan joined M&G in 2006 as a member of the Multi Asset team and is co-manager of the Episode Macro and the Episode Growth strategies, as well as deputy manager of the Global Target Return strategy. Prior to joining M&G, Eric was managing director and head of macro research at JP Morgan Cazenove. He has a BA in politics, philosophy and economics from Pembroke College, Oxford, and an MSc in economics from the London School of Economics. Eric is the author of “Money”, first published in 2009, and the co-author of “Angrynomics”, published in 2020.
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.

How to Invest

By telephone

Call our Investment Helpline on 0800 389 8600* from 08:00 to 18:00 Monday to Friday and 09:00 to 13:00 on Saturday to make an investment.

Please have your M&G Client Reference to hand if you're already an M&G customer. You'll also need your debit card and, if you're opening a new product, your National Insurance Number.

*All calls are free within the UK. For your security and to improve the quality of our service we may record and monitor calls.