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M&G Property Portfolio Sterling A Inc

Ranked 20 out of 34 in - UK Physical over 12 months
All calculations are in GBP unless stated

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.

Showing fund performance in United Kingdom View performance globally

Performance

UK Physical over : 31/03/2017 - 31/03/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 1.4%
2017 6.3% 1.2% 1.4% 1.4% 2.1%
2016 -7.6% 1.2% -6.4% -4.3% 1.9%
2015 8.5% 1.5% 2.2% 2.5% 2.0%
2014 13.9% 2.9% 3.2% 3.6% 3.6%
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%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date08/11/2005
  • Share Class size3,626Mn
  • Base currencyGBP
  • ISIN GB00B8G9TT83

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment100

Charges

  • Annual management1.50%
  • Initial investment1.5

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