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M&G Global Recovery GBP A Inc

Ranked 1245 out of 3232 in - Global over 12 months
All calculations are in USD unless stated

Managed by

David Williams

Objective

The fund aims to maximise long-term capital growth from a portfolio of predominantly international equities. Income is not a consideration. The Fund predominantly invests in an internationally diversified range of equities issued by companies which, at the time of investment, the manager believes are out of favour with the market or whose future prospects are not fully recognised by the market. Derivatives may be used for investment and efficient portfolio management purposes, including hedging.

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

Performance

Global over : 31/01/2017 - 31/01/2018
  • Rank 1245/3232 Total Return
  • Rank 2961/3232 Standard Deviation
  • Rank 2976/3232 Max Drawdown
Fund Name Currency Loss
2974 Peters MacGregor Global

Currency exposure is hedged

Currency exposure is hedged

AUD

-2.5%

2974 Nordea Plan 100

Currency exposure is hedged

Currency exposure is hedged

NOK

-2.5%

2976 ROMC Performance Fee Series USD

-2.5%

2976 Franklin Mutual Global Discovery A (acc) USD USD

-2.5%

2976 M&G Global Recovery GBP A Inc USD

-2.5%

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 23.8% 6.2% 1.6% 5.9% 8.3%
2016 9.8% 2.2% -1.3% 8.8% 0.1%
2015 -2.7% 3.2% 1.8% -10.8% 3.8%
2014 -1.0% 1.8% 3.5% -2.6% -3.5%
2013 22.6% 4.9% 0.1% 10.8% 5.3%
2012 -10.2% 8.2% 0.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date17/02/2012
  • Share Class size350Mn
  • Base currencyGBP
  • ISIN GB00B6QQDK47

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment100

Charges

  • Annual management1.50%
  • Initial investment1.5

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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).