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

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Aled Smith

Aled Smith

About Aled Smith

Aled Smith takes charge of several UK domiciled funds, adopting a value and growth approach for the M&G American fund and an income and capital growth stock selection style for the M&G Global Leaders fund. Prior to joining M&G Smith had an eight-year stint at JP Morgan including four years as a specialist senior analyst for the media sector. He began his career as an actuarial consultant at Coopers & Lybrand in 1989. Smith holds a mathematics degree from Lincoln College, Oxford University.

Are you Aled Smith?

Citywire Rating: Not Rated

2004

  • FNot rated in Feb 2004
  • MNot rated in Mar 2004
  • ANot rated in Apr 2004
  • MNot rated in May 2004
  • JNot rated in Jun 2004
  • JNot rated in Jul 2004
  • ANot rated in Aug 2004
  • SNot rated in Sep 2004
  • ONot rated in Oct 2004
  • NNot rated in Nov 2004
  • DNot rated in Dec 2004

2005

  • JNot rated in Jan 2005
  • FNot rated in Feb 2005
  • MRated AAA in Mar 2005
  • ARated AAA in Apr 2005
  • MRated AAA in May 2005
  • JRated AAA in Jun 2005
  • JRated AAA in Jul 2005
  • ARated AAA in Aug 2005
  • SRated AAA in Sep 2005
  • ORated AAA in Oct 2005
  • NRated AAA in Nov 2005
  • DRated AAA in Dec 2005

2006

  • JRated AAA in Jan 2006
  • FRated AAA in Feb 2006
  • MRated AAA in Mar 2006
  • ARated AAA in Apr 2006
  • MRated AAA in May 2006
  • JRated AAA in Jun 2006
  • JRated AAA in Jul 2006
  • ARated AAA in Aug 2006
  • SRated AAA in Sep 2006
  • ORated AAA in Oct 2006
  • NRated AAA in Nov 2006
  • DRated AAA in Dec 2006

2007

  • JRated AAA in Jan 2007
  • FRated AAA in Feb 2007
  • MRated AAA in Mar 2007
  • ARated AAA in Apr 2007
  • MRated AAA in May 2007
  • JRated AAA in Jun 2007
  • JRated AAA in Jul 2007
  • ARated AAA in Aug 2007
  • SRated AAA in Sep 2007
  • ORated AAA in Oct 2007
  • NRated AAA in Nov 2007
  • DRated AA in Dec 2007

2008

  • JRated AA in Jan 2008
  • FRated AAA in Feb 2008
  • MRated AA in Mar 2008
  • ARated A in Apr 2008
  • MRated AA in May 2008
  • JRated A in Jun 2008
  • JRated A in Jul 2008
  • ARated A in Aug 2008
  • SRated A in Sep 2008
  • ONot rated in Oct 2008
  • NNot rated in Nov 2008
  • DNot rated in Dec 2008

2009

  • JNot rated in Jan 2009
  • FNot rated in Feb 2009
  • MNot rated in Mar 2009
  • ANot rated in Apr 2009
  • MNot rated in May 2009
  • JNot rated in Jun 2009
  • JNot rated in Jul 2009
  • ANot rated in Aug 2009
  • SNot rated in Sep 2009
  • ONot rated in Oct 2009
  • NNot rated in Nov 2009
  • DNot rated in Dec 2009

2010

  • JNot rated in Jan 2010
  • FNot rated in Feb 2010
  • MNot rated in Mar 2010
  • ANot rated in Apr 2010
  • MNot rated in May 2010
  • JNot rated in Jun 2010
  • JNot rated in Jul 2010
  • ANot rated in Aug 2010
  • SNot rated in Sep 2010
  • ONot rated in Oct 2010
  • NNot rated in Nov 2010
  • DNot rated in Dec 2010

2011

  • JNot rated in Jan 2011
  • FNot rated in Feb 2011
  • MNot rated in Mar 2011
  • ANot rated in Apr 2011
  • MNot rated in May 2011
  • JNot rated in Jun 2011
  • JNot rated in Jul 2011
  • ANot rated in Aug 2011
  • SNot rated in Sep 2011
  • ONot rated in Oct 2011
  • NNot rated in Nov 2011
  • DNot rated in Dec 2011

2012

  • JNot rated in Jan 2012
  • FNot rated in Feb 2012
  • MNot rated in Mar 2012
  • ANot rated in Apr 2012
  • MNot rated in May 2012
  • JNot rated in Jun 2012
  • JNot rated in Jul 2012
  • ANot rated in Aug 2012
  • SNot rated in Sep 2012
  • ONot rated in Oct 2012
  • NNot rated in Nov 2012
  • DNot rated in Dec 2012

2013

  • JNot rated in Jan 2013
  • FNot rated in Feb 2013
  • MNot rated in Mar 2013
  • ANot rated in Apr 2013
  • MNot rated in May 2013
  • JNot rated in Jun 2013
  • JNot rated in Jul 2013
  • ANot rated in Aug 2013
  • SNot rated in Sep 2013
  • ONot rated in Oct 2013
  • NNot rated in Nov 2013
  • DNot rated in Dec 2013

2014

  • JNot rated in Jan 2014
  • FNot rated in Feb 2014
  • MNot rated in Mar 2014
  • ANot rated in Apr 2014
  • MNot rated in May 2014
  • JNot rated in Jun 2014
  • JNot rated in Jul 2014
  • ANot rated in Aug 2014
  • SNot rated in Sep 2014
  • ONot rated in Oct 2014
  • NNot rated in Nov 2014

Performance

over : 31/10/2013 - 31/10/2014
Manager Return
95 Christophe Foliot 10.3%
96 Thomas Pence 10.1%
97 Aled Smith 10.1%
98 Peter Kaye 9.9%
99 Donald A. Yacktman 9.8%
99 Stephen Yacktman 9.8%
99 Jason Subotky 9.8%

Total Return

Month by Month Performance

Quarterly Performance

to 31/10/2014 Annual Q1 Q2 Q3 Q4
2014 9.5% 0.3% 1.3% 3.4% 4.2%
2013 26.9% 19.6% 1.2% -1.1% 6.1%
2012 7.9% 8.1% -1.8% 1.9% -0.3%
2011 -7.7% 1.1% -3.6% -15.0% 11.4%
2010 21.2% 12.0% -12.3% 7.3% 15.1%
2009 8.9% 8.9%

Related News

Weldon and Smith back banks as US property market sweetens

Threadneedle's Cormac Weldon and M&G's Aled Smith see a real opportunity in US financials as the recovery in the nation's housing market gathers pace.

M&G's Aled Smith: QE2 will spark US recovery

People are far too negative on the US, according to M&G star Aled Smith. He thinks QE2 will mark the start of a broad-based recovery. In the long term however, he thinks the US and China will have a 'huge battle'. 

Aled Smith part two: Recovery will see a return to stockpicking

Investors are moving from a 'macro world' to a 'micro world', focusing on the relative performance of individual stocks rather than the market as a whole, says M&G's Aled Smith.

The Week in Investment: Aled Smith - identifying the American recovery stocks

M&G's co-head of global equities discusses which stocks will perform well as the US economy returns to normality, and why. Plus: the dilemma faced by US interest rate setters next week.

M&G's Aled Smith on Obama's first 100 days

As Barack Obama reaches his 100th day in office, M&G Investments fund manager Aled Smith takes a look at the impact the President has had on the US market and some of the investment opportunities in the world's biggest economy.

Hold or Fold?: Newton American vs S&W North American Trust

The tough US investment market is quick to highlight struggling funds and this is reflected in our panellists’ clear preference for one of this week’s contenders over the other.

Fund Result: Aled Smith, M&G American

Market tactics: US equities

With a strengthening dollar, weakening oil prices and a rebound in US financial stocks, could there be enough for the brave investor to dip a toe back into the icy American waters?

M&G Investments adds income fund to global equity arm

MG Investments is to extend it global franchise with the launch an equity income fund for Stuart Rhodes.

The man who smashed US markets reveals secret to his success

Neptune’s Felix Wintle, the man who at the tender age of 34 smashed the S&P 500 in 2007, shares some of the secrets behind his success with Citywire and urges UK investors to stop shunning the US market.

...more...

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.