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M&G Global Leaders

Ranked 1237 out of 3213 in - Global over 12 months
All calculations are in USD unless stated

Managed by

Aled Smith

Aled Smith uses 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.

Objective

The objective of the fund is to maximise long term total return (the combination of income and growth of capital). The fund invests in a wide range of global equities issued by companies that the fund manager considers to be, or have the potential to be, leading in their field in terms of improving shareholder value.

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

Performance

Global over : 31/10/2016 - 31/10/2017
  • Rank 1237/3213 Total Return
  • Rank 1155/3213 Standard Deviation
  • Rank 1307/3213 Max Drawdown
Fund Name Currency Return
1237 Artemis Global Select Fund R Acc USD

22.7%

1237 M&G Global Leaders A Inc USD

22.7%

1237 Eika Global USD

22.7%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 4.7% 3.4% 4.5%
2016 8.2% -3.3% -1.5% 10.2% 3.0%
2015 -1.5% 2.7% 0.7% -11.5% 7.6%
2014 -4.8% 0.0% 3.1% -4.9% -2.8%
2013 27.5% 8.7% 2.2% 8.2% 6.2%
2012 12.9% 10.4% -7.3% 8.2% 2.0%
2011 -13.0% 1.6% -2.4% -16.3% 4.9%
2010 13.3% 1.7% -13.3% 15.9% 10.9%
2009 43.1% -8.8% 26.3% 18.6% 4.7%
2008 -49.9% -10.4% 2.4% -23.6% -28.5%
2007 11.1% 4.1% 8.9% 2.1% -4.0%
2006 30.7% 14.7% 1.4% 1.6% 10.7%
2005 22.5% 2.1% 3.5% 14.2% 1.5%
2004 23.8% 4.7% -0.2% 1.6% 16.6%
2003 43.7% -6.9% 22.9% 8.8% 15.4%
2002 -23.1% -0.8% -11.3% -19.0% 7.8%
2001 -19.8% -18.4% 4.9% -14.0% 9.0%
2000 -1.9% -5.1% 1.8% 0.2% 1.3%
1999 -4.7% -1.1% 0.2% -3.7% -0.2%
1998 15.1% 10.7% 1.0% -6.9% 10.6%
1997 16.4% 2.0% 6.4% 6.5% 0.7%
1996 19.1% 2.9% 1.3% 1.9% 12.1%
1995 4.7%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/07/2017

Top 10 Holdings

Stock Size
Microsoft Corp ORD 5.08
Amazon.com Inc ORD 4.65
Chegg Inc ORD 2.57
AIA Group Ltd ORD 2.55
Motorola Solutions Inc ORD 2.49
MGM Resorts International ORD 2.34
Medtronic PLC ORD 2.27
G4S PLC ORD 2.23
Affiliated Managers Group Inc ORD 2.21
Ingredion Inc ORD 2.20
31/07/2017

Registered For Sale In

  1. Singapore
  2. Switzerland
  3. United Kingdom

Fund Info

  • Launch date31/05/1985
  • Share Class size526Mn
  • Base currencyGBP
  • ISIN GB0030934276

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).