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You are here: Manager factsheet

Ben Lord
M&G UK, M&G Luxembourg S.A.
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Manager profile
Ben Lord joined M&G in 2007 and was appointed manager of the M&G Global Corporate Bond strategy when it was launched in September 2013. Ben also manages the M&G UK Inflation Linked Corporate Bond strategy and co-manages the Corporate Bond and Strategic Corporate Bond strategies. Before joining M&G, he worked at Gordian Knot as a credit analyst covering global financial institutions. Ben obtained an MA (Hons) from the University of Edinburgh and is a CFA charterholder.
Total return for Ben Lord
Manager career performance
Rolling Alpha Quartile: Discrete three year periods
Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.
 
Quartile 1
Quartile 2
Quartile 3
Quartile 4
 
 
 
 
 
53-89m
 
 
 
 
 
 
 
 
 
65-101m
 
 
 
 
 
 
 
 
 
77-113m
 
 
 
 
 
 
 
 
 
89-125m
 
 
 
 
 
 
 
 
 
101-137m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Ben Lord

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Ben Lord 5.1 -1.0 -1.4 5.7 1.3 1.4 1.4 8.1 -0.2 3.1
Peer Group Composite 4.8 -5.2 -2.3 6.3 2.2 3.8 1.5 11.7 -0.2 8.8
Over / Under 0.3 4.2 0.9 -0.6 -0.9 -2.4 -0.1 -3.6 0.0 -5.7
Performance vs peer group composite: Ben Lord
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
4 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
6 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
1 year
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
3 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
M&G UK Inflation Linked Corporate Bond Lead manager UT Sterling Strategic Bond since Sep 17 2010 to present
M&G Short Dated Corporate Bond Co-managed (deputy) UT Sterling Corporate Bond since Sep 01 2013 to present
M&G (Lux) European Inflation Linked Corporate Bond Co-managed (deputy) FO Fixed Int - EUR Index Linked since Feb 01 2014 to present
M&G (Lux) Short Dated Corporate Bond Co-managed (deputy) FO Fixed Int - EUR Short/ Medium Maturity since Oct 26 2018 to present
M&G (Lux) Global Corporate Bond Lead manager FO Fixed Int - USD Corporate Bond since Dec 07 2018 to present
M&G Corporate Bond Co-managed UT Sterling Corporate Bond since Jan 01 2020 to present
M&G Strategic Corporate Bond Co-managed UT Sterling Corporate Bond since Aug 01 2021 to present
Funds managed previously
Fund Periods
M&G Corporate Bond since Jan 01 2007 to Jan 01 2020
M&G Strategic Corporate Bond since Jan 01 2007 to Jan 01 2020
M&G Index-Linked Bond since Jul 06 2015 to Nov 01 2020
M&G Global Corporate Bond since Sep 05 2013 to fund close
M&G Short Dated Corporate Bond since Jan 30 2009 to Aug 31 2013
M&G (Lux) European Inflation Linked Corporate Bond since Sep 17 2010 to Jan 31 2014
M&G Strategic Corporate Bond since Jan 01 2020 to Jul 31 2021
WS Maximum Income since Jan 01 2009 to fund close
WS Cash Haven since Jan 01 2009 to fund close
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Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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