M&G Pan Eurp Sel Smllr Coms GBP I Acc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History-
  • 3 Year sharpe0.71
  • 3 Year alpha0.21
  • Distribution Typeaccumulation
  • BenchmarkEMIX Smaller European Companies TR USD
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.85%
  • IA SectorEuropean Smaller Companies
  • Manager GroupM&G
  • DomicileUnited Kingdom
  • ISINGB00B7J8PS69

Investment Strategy

The Fund aims to provide a higher total return (the combination of capital growth and income) than that of the EMIX Smaller European Companies Index, net of the Ongoing Charges Figure, over any five-year period. The Fund will invest at least 80% in the equities of European smaller companies, from the bottom third (by total market capitalisation) of all publicly listed equities in Europe including the UK. The Fund has a concentrated portfolio and usually holds fewer than 45 stocks. The Fund uses an investment process that is based on the fundamental analysis of competitively advantaged companies with sustainable business models.

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