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M&G Property Portfolio Sterling A Inc

Ranked 16 out of 29 in - UK Physical over 12 months
All calculations are in GBP

Managed by

Fiona Rowley

Objective

The Trust aims to maximize long term total return (the combination of income and growth of capital) solely through investment in the M&G Property Portfolio.

Performance

UK Physical over : 31/08/2013 - 31/08/2014

Total Return

Quarterly Performance

to 29/08/2014 Annual Q1 Q2 Q3 Q4
2014 8.8% 2.9% 3.2% 2.5%
2013 6.0% 0.2% 1.2% 1.4% 3.0%
2012 0.8% 0.3% 0.2% 0.2% 0.1%
2011 3.9% 1.3% 0.8% 1.0% 0.9%
2010 6.7% 3.4% 1.5% 1.0% 0.6%
2009 8.7% -4.3% 4.2% 1.7% 7.2%
2008 -20.4% -3.2% 4.1% -8.3% -13.8%
2007 -13.1% 2.4% 1.0% 0.0% -16.0%
2006 11.5% 3.5% 2.7% 2.2% 2.7%
2005 1.4% 1.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date08/11/2005
  • Share Class size3,239Mn
  • Base currencyGBP
  • ISIN GB00B8G9TT83

Purchase Info

  • Min. initial investment500
  • Min. additional investment0

Charges

  • Annual management1.5%
  • Initial investment5

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