M&G Global Target Return Fund

Select share classes
There is only one type of share class for this fund.

M&G Global Target Return Fund Sterling I Acc

Category Macro Trading GBP


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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

126.26p

arrow-up0.09p (+0.07%)

Fund Code

MGTIA

BYM55C7

GB00BYM55C75

Prices updated as at 28 Mar 2024
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Prices in GBX

Investment objective
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%. The Fund has a highly flexible investment approach with the freedom to invest in different types of investment assets from anywhere in the world. The fund manager’s approach combines in-depth research to determine the value of assets over the medium to long term, together with analysis of market reactions to events, to identify investment opportunities.

Fund statusOpen
Fund typeOpen Ended Investment Company
Fund managerTristan Hanson
126.67
118.15
Fund comparative indexSONIA
Targeted Absolute Return
-
0.52
0.29
0.00
Macro Trading GBP
No
Fund providerM&G Securities Ltd
Share class launch date13 Dec 2016
£48.67m
-
2.12
-
Annually
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.

Important Information

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