Richard Halle

Profile

Richard Halle

Richard Halle has been the fund manager of the M&G (Lux) European Strategic Value Fund since launch and was the fund manager on the equivalent UK-authorised OEIC from 2008 to 2018. Richard was appointed fund manager of the M&G (Lux) Pan European Dividend Fund and co-fund manager of the M&G (Lux) Global Recovery Fund in July 2019. He has been deputy manager of the M&G (Lux) North American Value Fund since launch. Richard initially joined M&G in 1999 as a sector analyst focusing on insurance and has been managing various institutional mandates on a European value strategy since 2002. Prior to M&G, Richard worked as a security analyst for the Sedgwick Group. He graduated from the University of Natal in South Africa with a bachelor of commerce and is a CFA charterholder.

Asset class

  • Equities

Funds managed

  • European Select Fund
  • Global Recovery Fund
  • M&G (Lux) European Strategic Value Fund
  • M&G (Lux) Global Recovery Fund
  • M&G (Lux) North American Value Fund
  • M&G (Lux) Pan European Dividend Fund

Funds that Richard manages

 
Fund name Morningstar Rating™ Info ISIN Performance Date
Performance
YTD (%)
Single year
performance
01.07.2018 - 30.06.2019
Single year
performance
01.07.2017 - 30.06.2018
Single year
performance
01.07.2016 - 30.06.2017
Single year
performance
01.07.2015 - 30.06.2016
Single year
performance
01.07.2014 - 30.06.2015
Factsheet
European Select Fund - Euro A Acc 2 Star Rating GB0030928997 16.07.2019
16.51
-2.46
4.4
19.75
-11.09
17.56
N/A
European Select Fund - Euro C Acc 3 Star Rating GB0030929078 16.07.2019
16.98
-1.73
5.18
20.66
-10.41
18.42
N/A
European Select Fund - Sterling A Acc 2 Star Rating GB0030928773 16.07.2019
17.42
-1.22
5.25
27.35
3.28
4.37
N/A
European Select Fund - Sterling A Inc 2 Star Rating GB0030928229 16.07.2019
17.42
-1.23
5.26
27.36
3.28
4.36
N/A
European Select Fund - Sterling I Acc 3 Star Rating GB00B7L27463 16.07.2019
17.89
-0.48
6.05
28.3
4.07
5.15
N/A
European Select Fund - Sterling I Inc 3 Star Rating GB00B76N7B10 16.07.2019
17.89
-0.49
6.05
28.32
4.06
5.16
N/A
Global Recovery Fund - Euro A Acc 2 Star Rating GB00BYRJNL93 16.07.2019
16.64
-4.69
6.68
13.39
-5.11
21.24
N/A
Global Recovery Fund - Euro C Acc 1 Star Rating GB00BYRJNM01 16.07.2019
17.28
-3.73
7.75
14.53
-
-
N/A
Global Recovery Fund - USD A Acc 2 Star Rating GB00BYRJNN18 16.07.2019
14.33
-6.8
8.89
16.04
-6.27
-1.34
N/A
Global Recovery Fund - USD C Acc 1 Star Rating GB00BYRJNP32 16.07.2019
14.95
-5.86
9.99
17.19
-
-
N/A
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