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M&G Managed Growth

Ranked 2 out of 141 in - Flexible GBP over 12 months
All calculations are in GBP unless stated

Managed by

David Fishwick

Objective

The Fund's objective is to achieve long term capital growth. The Fund is an actively managed fund investing predominantly in collective investment schemes in order to provide a well diversified exposure to global equities. The Fund may also invest in other collective investment schemes and directly in securities, fixed income assets, warrants, money market instruments, deposits, cash, near cash and derivatives for the purposes of efficient portfolio management.

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

Performance

Flexible GBP over : 30/09/2016 - 30/09/2017
  • Rank 2/141 Total Return
  • Rank 86/141 Standard Deviation
  • Rank 5/141 Max Drawdown
Fund Name Currency Loss
3 River and Mercantile Dynamic Asset Allocation BAcc

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.4%

4 Sarasin Fund of Funds - Global Growth A Acc GBP

-0.4%

5 M&G Managed Growth X Inc GBP

-0.4%

6 S&W Deucalion GBP

-0.5%

7 CF Ruffer Equity & General O Inc GBP

-0.5%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 4.8% 1.7% 2.5%
2016 32.1% 1.9% 5.5% 10.8% 10.9%
2015 -1.3% 7.1% -4.9% -8.9% 6.5%
2014 2.6% 0.0% 2.4% -1.1% 1.2%
2013 2.6% 8.8% -7.3% 1.3% 0.4%
2012 6.0% 6.6% -8.4% 7.0% 1.3%
2011 -13.2% -0.3% 0.1% -14.1% 1.3%
2010 20.9% 8.3% -9.3% 9.6% 12.2%
2009 33.9% -6.9% 10.3% 23.2% 5.8%
2008 -23.3% -4.2% 3.0% -14.2% -9.3%
2007 13.5% 4.7% 7.6% 0.0% 0.7%
2006 17.7% 12.7% -3.5% 0.9% 7.3%
2005 27.6% 5.7% 3.6% 11.8% 4.1%
2004 17.9% 2.3% 2.2% 3.6% 8.9%
2003 28.9% -5.5% 16.0% 8.5% 8.4%
2002 -22.9% 2.0% -11.8% -17.0% 3.2%
2001 -16.0% -8.9% 2.3% -17.1% 8.6%
2000 -2.4% 4.6% -2.0% 3.0% -7.6%
1999 42.1% 7.4% 8.7% 0.7% 20.9%
1998 9.9% 13.4% 0.3% -14.8% 13.4%
1997 8.6% 4.7% 2.1% 6.5% -4.6%
1996 8.7% 6.9% 1.9% 0.6% -0.7%
1995 1.2%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/07/2017

Top 10 Holdings

Stock Size
M&G Global Select A Inc 11.66
M&G Pan European Select A Euro Acc 10.51
M&G Episode Macro GBP S-H Net Acc (Hgd) 10.05
Source Financials S&P US Select Sector ETF 9.83
M&G Japan GBP A Inc 9.45
M&G Global Emerging Markets GBP A Inc 9.04
M&G North American Value A Inc 8.94
M&G Asian A Inc 6.70
M&G Pan European Dividend A Inc GBP 6.01
M&G Recovery C Inc 4.78
31/07/2017

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date28/10/1994
  • Share Class size961Mn
  • Base currencyGBP
  • ISIN GB0031617003

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment100

Charges

  • Annual management1.50%
  • Initial investment0

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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).