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 Strategic Value Fund
  • M&G (Lux) European Strategic Value Fund
  • M&G (Lux) Global Strategic Value Fund
  • M&G (Lux) North American Value Fund

Funds that Richard manages

 
Fund name Morningstar Rating™ Info ISIN Performance Date
Performance
YTD (%)
Single year
performance
01.07.2019 - 30.06.2020
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
Factsheet
European Select Fund - Euro A Acc 2 Star Rating GB0030928997 08.07.2020
-11.7
-6.81
-2.46
4.4
19.75
-11.09
N/A
European Select Fund - Euro C Acc 3 Star Rating GB0030929078 08.07.2020
-11.26
-5.93
-1.73
5.18
20.66
-10.41
N/A
European Select Fund - Sterling A Acc 2 Star Rating GB0030928773 08.07.2020
-6.27
-4.72
-1.22
5.25
27.35
3.28
N/A
European Select Fund - Sterling A Inc 2 Star Rating GB0030928229 08.07.2020
-6.27
-4.72
-1.23
5.26
27.36
3.28
N/A
European Select Fund - Sterling I Acc 3 Star Rating GB00B7L27463 08.07.2020
-6.02
-4.21
-0.48
6.05
28.3
4.07
N/A
European Select Fund - Sterling I Inc 3 Star Rating GB00B76N7B10 08.07.2020
-6.02
-4.21
-0.49
6.05
28.32
4.06
N/A
Global Strategic Value Fund - Euro A Acc 2 Star Rating GB00BYRJNL93 08.07.2020
-16.91
-14.42
-4.69
6.68
13.39
-5.11
N/A
Global Strategic Value Fund - Euro C Acc 2 Star Rating GB00BYRJNM01 08.07.2020
-16.48
-13.55
-3.73
7.75
14.53
-
N/A
Global Strategic Value Fund - USD A Acc 1 Star Rating GB00BYRJNN18 08.07.2020
-16.51
-15.73
-6.8
8.89
16.04
-6.27
N/A
Global Strategic Value Fund - USD C Acc 2 Star Rating GB00BYRJNP32 08.07.2020
-16.07
-14.87
-5.86
9.99
17.19
-
N/A


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