M&G Global Target Return GBP I Acc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History1.35%
  • 3 Year sharpe0.40
  • 3 Year alpha0.75
  • Distribution Typeaccumulation
  • BenchmarkSONIA
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.50%
  • IA SectorTargeted Absolute Return
  • Manager GroupM&G
  • DomicileUnited Kingdom
  • ISINGB00BYM55C75

Investment Strategy

The Fund aims to achieve a total return (the combination of income and capital growth) of at least 2-4%, per annum above the Sterling Overnight Index Average (SONIA), before any charges are taken, in any market conditions and over any three year period. The Fund aims to achieve this while seeking to minimise the degree to which the value of the Fund fluctuates over time (volatility), while also seeking to limit monthly losses. Managing the Fund in this way reduces its ability to achieve returns significantly above SONIA plus 2-4%. There is no guarantee that the Fund will achieve a positive return over three years, or any other, period, and investors may not get back the original amount they invested.

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