M&G Investment Funds M G Global Themes Fund

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M&G Global Themes Fund Sterling I Inc

Category Global Large-Cap Blend Equity
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

2,365.98p

arrow-down-6.87p (-0.29%)

Fund Code

MGBSI

B76CZD6

GB00B76CZD62

Prices updated as at 17 May 2024
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Prices in GBX
Investment objective
The Fund aims to provide a higher total return (the combination of capital growth and income), net of the Ongoing Charge Figure, than that of the MSCI ACWI Index over any five-year period. The Fund will invest at least 80% of its Net Asset Value in the equity securities of companies across any sectors and market capitalisations that are domiciled in any country, including Emerging Markets.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Morningstar RatingTM (relative to category)

3 - year
Morningstar returnAverage
Morningstar riskAverage
Morningstar rating
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5 - year
Morningstar returnAverage
Morningstar riskAverage
Morningstar rating
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10 - year
Morningstar returnAverage
Morningstar riskAbove Average
Morningstar rating
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Overall
Morningstar returnAverage
Morningstar riskAbove Average
Morningstar rating
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Potentially lower returns
Potentially higher returns

Source: Fidelity (FIL Investment SVCS (UK) Ltd)

Risk measures as of 30 Apr 2024

Ratios
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1 year3 years
-9.30-1.34
0.920.84
-2.00-0.43
69.0677.19
0.160.32
10.2310.52
5.745.35

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.