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M&G Global Themes A Inc

Ranked 1066 out of 3232 in - Global over 12 months
All calculations are in USD unless stated

Managed by

Jamie Horvat

Objective

The Fund aims to provide a higher total return (the combination of capital growth and income) than that of the MSCI All Country World Index over any five-year period. The Fund will invest at least 80% of its Net Asset Value in the equity securities of companies across any sectors and market capitalisations that are domiciled in any country, including emerging markets.The Fund may also invest in collective investment schemes, other transferable securities and may hold cash for liquidity purposes. Derivatives may be used for efficient portfolio management.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Global over : 31/01/2017 - 31/01/2018
  • Rank 1066/3232 Total Return
  • Rank 1109/3232 Standard Deviation
  • Rank 2095/3232 Max Drawdown

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 26.0% 7.0% 3.9% 5.9% 7.0%
2016 10.6% 3.8% 0.5% 8.0% -1.9%
2015 -8.2% 1.6% -0.1% -14.0% 5.2%
2014 -6.0% 0.7% 2.8% -6.5% -2.8%
2013 5.1% 3.6% -5.8% 7.3% 0.3%
2012 5.7% 9.1% -10.9% 8.3% 0.3%
2011 -13.0% 2.8% -1.8% -16.6% 3.3%
2010 23.8% 2.8% -11.0% 18.0% 14.7%
2009 52.0% -7.6% 27.5% 20.8% 6.7%
2008 -47.0% -1.0% 8.9% -29.3% -30.5%
2007 23.1% 4.9% 13.4% 2.9% 0.6%
2006 31.4% 13.1% 4.5% -0.7% 11.9%
2005 25.8% 5.2% -0.1% 18.2% 1.2%
2004 33.8% 4.2% 0.6% 9.7% 16.3%
2003 51.6% -6.9% 20.3% 15.5% 17.3%
2002 -3.2% 9.4% -2.3% -15.5% 7.2%
2001 -7.0% -14.0% 9.0% -8.3% 8.2%
2000 -11.4% -15.8% 6.6% -8.9% 8.4%
1999 21.5% 5.9% 8.0% 0.4% 5.8%
1998 6.5% 5.4% -9.6% -1.5% 13.5%
1997 -14.8% -1.7% 4.0% -3.1% -14.0%
1996 43.7% 10.1% 9.9% 2.2% 16.3%
1995 8.4% -9.3% -0.9% 16.2% 3.7%
1994 2.7% -1.8% -0.1% 9.1% -4.1%
1993 61.6% 15.9% 9.5% 6.6% 19.5%
1992 -14.4% 1.5% 1.9% -13.7% -4.1%
1991 33.2% 15.7% -0.6% 12.7% 2.7%
1990 -23.8% -10.8% -2.3% 1.3% -13.6%
1989 5.3% -4.5% -10.4% 22.0% 0.9%
1988 16.5% 2.8% 14.8% -7.2% 6.4%
1987 -5.9% 41.7% -1.0% 36.0% -50.7%
1986 81.8% 10.4% -0.2% 25.3% 31.6%
1985 -4.7% -1.6% -3.3% 16.3% -13.9%
1984 -20.6% 7.2% -27.7% 8.6% -5.7%
1983 37.8% -5.5% 21.9% 24.9% -4.2%
1982 -39.7% -31.3% -6.8% -1.4% -4.5%
1981 -44.9% -14.1% -12.9% -26.4% 0.2%
1980 105.8% 8.7% 59.7% 13.1% 4.8%
1979 48.1% 4.5% 1.0% 30.8% 7.3%
1978 29.7% 7.0% 16.7% 17.2% -11.3%
1977 -9.1% 22.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Germany
  2. Singapore
  3. Switzerland
  4. United Kingdom

Fund Info

  • Launch date28/02/1973
  • Share Class size2,119Mn
  • Base currencyGBP
  • ISIN GB0030932346

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment100

Charges

  • Annual management1.50%
  • Initial investment4

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).