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M&G Offshore Global Basics

Ranked 1241 out of 3232 in - Global over 12 months
All calculations are in USD unless stated

Managed by

Jamie Horvat

Objective

The Fund has been established as a feeder fund which will invest exclusively in Income 'X' Shares of the M&G Global Basics Sub-Fund of M&G Investment Funds (1) (a UK authorised umbrella Open-Ended Investment Company established under English law). The M&G Global Basics Sub-Fund is a global equity fund whose objective is to invest mainly in companies operating in basic industries ('primary' and 'secondary' industries) and also in companies that service these industries. The sole aim of the Fund is long term capital growth.

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

Performance

Global over : 31/01/2017 - 31/01/2018
  • Rank 1241/3232 Total Return
  • Rank 1005/3232 Standard Deviation
  • Rank 2128/3232 Max Drawdown

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 25.4% 6.9% 3.8% 6.0% 6.6%
2016 10.2% 3.7% 0.4% 7.9% -2.0%
2015 -8.6% 1.4% -0.2% -14.1% 5.1%
2014 -6.3% 0.6% 2.7% -6.8% -2.7%
2013 5.0% 3.6% -5.8% 7.2% 0.3%
2012 5.5% 9.1% -10.9% 9.2% -0.6%
2011 -13.1% 2.8% -1.8% -16.6% 3.3%
2010 23.4% 2.7% -11.1% 17.9% 14.6%
2009 50.8% -7.6% 27.3% 20.4% 6.5%
2008 -47.1% -1.2% 8.8% -29.2% -30.4%
2007 22.8% 5.0% 13.3% 2.8% 0.5%
2006 30.4% 12.9% 4.3% -0.9% 11.9%
2005 17.5% 1.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Guernsey

Fund Info

  • Launch date13/11/2000
  • Share Class size02Mn
  • Base currencyGBP
  • ISIN GB0003706404

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

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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).