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M&G Global Growth

Ranked 273 out of 329 in - Global Equities over 12 months
All calculations are in GBP

Objective

The Fund aims to maximise long term total return (the combination of capital growth and income) by investing in a wide range of global equities. The Fund will invest globally (including the UK) in the equities of companies across a wide range of geographies, sectors and market capitalisations. Income is of secondary importance to capital growth when investments are selected.

Performance

Global Equities over : 30/11/2013 - 30/11/2014

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 -1.9% 0.1% 1.4%
2013 17.3% 14.8% -1.1% 0.7% 2.6%
2012 13.5% 9.9% -7.6% 6.1% 5.3%
2011 -11.0% -0.2% 1.2% -16.9% 6.1%
2010 14.5% 9.1% -10.5% 6.3% 10.3%
2009 24.5% -8.3% 4.9% 22.9% 5.3%
2008 -14.9% -4.7% -0.3% -7.0% -3.8%
2007 15.0% 4.1% 8.0% 1.4% 0.9%
2006 11.2% 10.6% -2.9% -1.7% 5.4%
2005 25.8% 5.6% 3.9% 14.1% 0.5%
2004 19.6% -0.1% 3.3% 6.0% 9.4%
2003 32.7% -4.9% 12.2% 12.0% 11.0%
2002 -27.4% 1.7% -16.5% -18.9% 5.4%
2001 -17.4% -8.6% 1.2% -15.8% 6.1%
2000 1.7% 6.3% 1.3% -0.2% -5.4%
1999 21.7% 9.9% 1.4% -10.1% 21.5%
1998 18.4% 14.0% -0.9% -13.5% 21.1%
1997 2.0% 5.5% 8.4% -2.0% -9.0%
1996 3.1% 9.2% -0.5% -0.7% -4.4%
1995 6.5%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/09/2014

Top 10 Holdings

Stock Size
Time Warner Inc ORD 4.61
UnitedHealth Group Inc ORD 4.53
British American Tobacco PLC ORD 4.06
Nestle SA ORD 4.05
Tokio Marine Holdings Inc ORD 4.03
Microsoft Corp ORD 3.57
Discover Financial Services ORD 3.34
Bank of New York Mellon Corp ORD 3.31
Pearson PLC ORD 3.25
Reckitt Benckiser Group PLC ORD 3.20
30/09/2014

Registered For Sale In

  1. Germany
  2. Switzerland
  3. United Kingdom

Fund Info

  • Launch date19/12/1967
  • Share Class size653Mn
  • Base currencyGBP
  • ISIN GB0030937840

Purchase Info

  • Min. initial investment50,000
  • Min. additional investment1,000

Charges

  • Annual management1.5%
  • Initial investment4

Related News

Sector Watch: Average Global Growth manager makes 3.96% loss

Managers in the Global Growth sector continue to battle tirelessly against the global slowdown.

Sector Watch: Eaton rifles to head of Global Growth sector

CF JM Finn Global Opportunities fund manager Anthony Eaton overcame a dismal summer to top the Global Growth sector for the year to August.

Graham French hands M&G International Growth to deputy

Greg Aldridge has taken over the £455 million M&G International Growth fund from Graham French.

Sector Watch: Artemis' SmartGARP suffers as markets turn

AA-rated Peter Saacke has fallen from the top slot as the stock screen on his Artemis fund finds market conditions unsuitable The Artemis Global Growth fund {1} has been top of many advisers’ buy lists for the global growth sector this year but recent market volatility has not suited the fund’s stock screen SmartGARP.

Funds Watch: highs and lows of Global Growth

Every fund manager in the Global Growth sector has made money over the past year; however, returns are very varied and some of the current top performers have not always been the most consistent - we take a closer look.

AAA-Manager Interview: M&G's French shuns hedge cash

With many top managers leaving the mainstream fund universe to chase the hedge fund buck, it is refreshing to hear from a fund manager who is happy with his lot in the unit trust world.

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