Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

M&G Global Dividend

Ranked 9 out of 99 in - Global Equity Income over 12 months
All calculations are in GBP unless stated

Managed by

Stuart Rhodes

Stuart Rhodes was born in the UK in 1980 and graduated from Bath University with a degree in business administration. He joined M&G as an equity analyst in 2004 and in 2008 he was appointed manager of the M&G Global Dividend Fund where he uses an active stockpicking investment process based on company fundamentals and valuation. Stuart is a Chartered Finacial Analyst and has been a fund manager since 2008. Outside of work he enjoys tennis and running.

Objective

At least 70% of the Fund is invested in a range of global equities. The Fund may invest across a wide range of geographies, sectors and market capitalisations. The Fund may also invest in collective investment schemes, other transferable securities, cash, near cash, other money market securities, warrants and derivatives. The Funds exposure to global equities may be gained through the use of derivatives. Derivatives may be used for efficient portfolio management.

Showing fund performance in United Kingdom View performance globally

Performance

Global Equity Income over : 31/05/2017 - 31/05/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -8.4%
2017 12.3% 4.6% -1.4% 1.2% 7.6%
2016 39.8% 8.2% 5.8% 11.5% 9.6%
2015 -7.2% 4.2% -4.4% -12.2% 6.0%
2014 2.7% -0.2% 2.2% 0.8% -0.1%
2013 23.8% 17.4% 0.0% 0.3% 5.2%
2012 11.5% 8.4% -2.5% 2.6% 2.8%
2011 -2.0% 0.4% 3.7% -12.8% 7.9%
2010 20.3% 9.8% -9.2% 9.8% 9.9%
2009 28.5% -14.1% 13.1% 24.4% 6.3%
2008 -4.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Singapore
  2. Switzerland
  3. United Kingdom

Fund Info

  • Launch date18/07/2008
  • Share Class size6,147Mn
  • Base currencyGBP
  • ISIN GB00B39R2M86

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment100

Charges

  • Annual management1.50%
  • Initial investment1.5

Related News

M&G to launch global listed infrastructure fund

The Global Listed Infrastructure fund will be run by Alex Araujo, who remain co-deputy manager on the firm’s £6.5 billion global dividend fund.

Falling knives: the value traps to avoid in the hunt for yield

How should managers ensure they do not overreach in the search for yield and tumble into value traps?

Dobell leads M&G out of Bestinvest's funds doghouse

M&G has reversed several years of sharp underperformance in its largest equity funds to escape Bestinvest's doghouse.

Stuart Rhodes ups SJP stake as stock soars

M&G income veteran Stuart Rhodes has upped his stake in national financial advice and planning group St James’s Place

Almost £12bn in M&G equity funds chronically underperforming

Almost £12 billion in assets held by M&G equity funds have experienced chronic underperformance over the last three years.

Three income stars shining brighter post Brexit

The recent fall in sterling has provided an opportunity for investors to look globally for income plays

FTSE rallies 1.7% on oil and gold after Swiss shock

(Update) Energy stocks lift FTSE 100 after oil breaches $50 mark, erasing losses from shock Swiss currency move.

What next for the Swiss franc after euro shock?

The appreciation of the Swiss franc is no surprise following the shock removal of its euro cap, but Switzerland faces challenges to ensure the rise does not get out of control.

Profile: The adviser that tempted Robin Minter-Kemp on board

It is rare to meet an impassioned individual who is willing to bang the drum for investment advisory right now

Jupiter Merlin Income Portfolio

...more...

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).