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This Fund Manager Rating is based on the Citywire Long Only ratings methodology

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Stuart Rhodes

Stuart Rhodes

About Stuart Rhodes

Stuart Rhodes was born in the UK in 1980 and graduated from Bath University with a degree in business administration. He joined M&G as an equity analyst in 2004 and in 2008 he was appointed manager of the M&G Global Dividend Fund where he uses an active stockpicking investment process based on company fundamentals and valuation. Stuart is a Chartered Finacial Analyst and has been a fund manager since 2008. Outside of work he enjoys tennis and running.

Are you Stuart Rhodes?

Citywire Rating: Not Rated

2011

  • FRated A in Feb 2011
  • MRated A in Mar 2011
  • ARated A in Apr 2011
  • MRated AA in May 2011
  • JRated AA in Jun 2011
  • JRated AA in Jul 2011
  • ARated AA in Aug 2011
  • SRated AA in Sep 2011
  • ORated AA in Oct 2011
  • NRated AAA in Nov 2011
  • DRated AA in Dec 2011

2012

  • JRated AA in Jan 2012
  • FRated AA in Feb 2012
  • MRated AAA in Mar 2012
  • ARated AAA in Apr 2012
  • MRated AAA in May 2012
  • JRated AAA in Jun 2012
  • JRated AA in Jul 2012
  • ARated AA in Aug 2012
  • SRated AA in Sep 2012
  • ORated A in Oct 2012
  • NRated A in Nov 2012
  • DRated A in Dec 2012

2013

  • JRated A in Jan 2013
  • FRated AA in Feb 2013
  • MRated AA in Mar 2013
  • ARated AA in Apr 2013
  • MRated AA in May 2013
  • JRated AA in Jun 2013
  • JRated A in Jul 2013
  • ANot rated in Aug 2013
  • SRated Plus in Sep 2013
  • ORated Plus in Oct 2013
  • NRated A in Nov 2013
  • DRated Plus in Dec 2013

2014

  • JRated Plus in Jan 2014
  • FRated Plus in Feb 2014
  • MRated A in Mar 2014
  • ARated Plus in Apr 2014
  • MRated Plus in May 2014
  • JRated Plus in Jun 2014
  • JRated Plus in Jul 2014
  • ANot rated in Aug 2014
  • SNot rated in Sep 2014
  • ONot rated in Oct 2014
  • NNot rated in Nov 2014

Performance

Equity - Global Equity Income
over : 31/10/2013 - 31/10/2014

Total Return

Month by Month Performance

Quarterly Performance

to 31/10/2014 Annual Q1 Q2 Q3 Q4
2014 2.9% -0.3% 2.1% 0.8% 0.3%
2013 22.0% 16.9% -0.6% -0.1% 5.1%
2012 10.2% 8.2% -2.6% 2.1% 2.4%
2011 -2.0% 0.4% 3.7% -12.8% 7.9%
2010 20.3% 9.8% -9.2% 9.8% 9.9%
2009 6.9% 6.9%

Related News

M&G reshuffle sees French pass on £1.3bn fund and Alex Odd exit

Graham French has stepped back from running the M&G Managed Growth fund to become deputy, handing the reins over to Randeep Somel, while equity income manager Alex Odd has left the firm.

Jupiter Merlin Income Portfolio

M&G's Rhodes slashes exposure to expensive consumer staples

Citywire AA-rated Stuart Rhodes, manager of the £6 billion M&G Global Dividend fund, believes the quality end of the equity income spectrum is starting to look expensive. As a result, he has reduced exposure to consumer staples from 19.5% to 12.7% over the past 15 months.

M&G's Rhodes wary of overpaying for quality

M&G Global Dividend manager Stuart Rhodes believes investors may be overpaying for quality stocks with relatively subdued growth profiles that doesn't justify their valuation.

M&G rejects IMA Global Equity Income sector for Dividend fund

M&G Investments says the new global equity income sector is not suitable for its Global Dividend fund, believing the IMA's strict rules could ultimately prove detrimental to value.  

Daily View: M&G's Rhodes unveils top global income picks

M&G Global Dividend manager Stuart Rhodes is on the prowl for companies around the world which have a strong dividend stream and income growth potential.

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in GBP)..
Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.