M&G Smaller Companies GBP I Inc


Fund Info

  • Yield History3.22%
  • 3 Year sharpe0.72
  • 3 Year alpha6.08
  • Distribution Typeincome
  • BenchmarkNumis SC Ex Invt Com TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.85%
  • SectorUK Smaller Companies
  • Manager GroupM&G
  • DomicileUnited Kingdom
  • ISINGB00B7N1NG56

Investment Strategy

The Fund aims to deliver a higher total return (the combination of capital growth and income) than the Numis Smaller Companies (ex Investment Trust) Index, net of the Ongoing Charge Figure, over any five-year period.

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