M&G CAUTIOUS MULTI ASSET X - Manager
No Bestinvest rating
Find rated mixed investment 20-60% shares funds
Average monthly relative returns
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Bestinvest MRI
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07/08
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08/09
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09/10
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10/11
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11/12
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3 years
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5 years
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Career
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3 years
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5 years
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Career
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–
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–
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–
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–
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-0.33%
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–
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–
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-0.39%
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0.0%
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0.0%
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0.0%
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Performance figures are based on the average of monthly percentage returns relative to the benchmark index.
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Juan Nevado / Jenny Rodgers
 "Photo of Juan Nevado / Jenny Rodgers")
Juan Nevado joined PPM (now M&G) in 1988 and has been working as part of the macro investment team led by Dave Fishwick since 1999. Prior to joining M&G, Juan worked as a bond economist at the Bank of Montreal, and, before that as an economist for the Commodities Research Unit, a private business consultancy specialising in macro/micro research on commodities markets. In January 2011, Juan was appointed co-manager of the M&G Managed Fund, the M&G Cautious Multi Asset Fund and the M&G Global Dynamic Allocation Fund. Juan has a BSc in economics from the LSE, and, an MA in economics from Warwick University.
Jenny Rodgers joined PPM (now M&G) in 1994 as an analyst of European equity markets and a portfolio manager for external clients. She has been in her current role as a member of the macro investment team since 1999. In January 2011, Jenny was appointed co-manager of the M&G Managed Fund. Jenny is a CFA charterholder and has a BA honours in economics from Exeter University.
Track record
The track record of Juan Nevado / Jenny Rodgers in managing mutual funds in this sector is still too short for us to draw any meaningful conclusions and so our assessment is based largely on qualitative aspects.
Other funds managed
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Start Date |
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Feb 2011
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Feb 2011
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| Periods of worst performance |
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Absolute
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-7%
(May 2011 - September 2011)
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Relative
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-8%
(February 2011 - November 2011)
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Sector record since
February 2011 (1 yr)
About the MRI
Our unique indicator: the Bestinvest Manager Record Index (MRI) measures the likelihood that the fund manager is adding value through their decisions. It is based on their performance record over the course of their career, adjusted for the amount of risk taken. MRI is an important contributor to our fund rating system but it is also vital to take account of qualitative factors. It is also very important to select funds to form a cohesive portfolio with an appropriate overall risk level. Read more about our approach