M&G Global Convertibles GBP I Inc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History3.07%
  • 3 Year sharpe0.81
  • 3 Year alpha-3.08
  • Distribution Typeincome
  • BenchmarkRefinitiv Global Focus CB TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.85%
  • IA Sector-
  • Manager GroupM&G
  • DomicileUnited Kingdom
  • ISINGB00B758PJ12

Investment Strategy

The Fund aims to provide a higher total return (the combination of capital growth and income), net of the Ongoing Charges Figure, than the Refinitiv Global Focus Convertible Bond Index over any five-year period. At least 70% of the Fund is invested in the convertible securities of companies across any sector and market capitalisation that are domiciled in any country, including Emerging Markets. Exposure to these securities is achieved, either directly or indirectly, through various combinations of corporate bonds, equities and derivatives.

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