M&G Recovery Fund Sterling A Acc

Category UK Flex-Cap Equity


star-filledstar-filled
Last buy/sell price

316.40p

arrow-down-1.44p (-0.45%)

Fund Code

3128921

GB0031289217

Prices updated as at 14 Jan 2025
|
Prices in GBX

Investment objective
The Fund aims to provide a higher total return (the combination of capital growth and income), net of the Ongoing Charge Figure, than that of the FTSE All-Share Index over any five-year period. At least 80% of the Fund is invested directly in equity securities and equity-related securities of companies across any sectors and market capitalisations that are incorporated, domiciled, listed or do most of their business in the United Kingdom.

Morningstar RatingTM (relative to category)

3 - year
Morningstar returnAverage
Morningstar riskAverage
Morningstar rating
star-filledstar-filledstar-filled
5 - year
Morningstar returnBelow Average
Morningstar riskHigh
Morningstar rating
star-filledstar-filled
10 - year
Morningstar returnLow
Morningstar riskAbove Average
Morningstar rating
star-filled
Overall
Morningstar returnBelow Average
Morningstar riskAbove Average
Morningstar rating
star-filledstar-filled

  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
Potentially lower returns
Potentially higher returns

Source: Fidelity (FIL Investment SVCS (UK) Ltd)

Risk measures as of 31 Dec 2024

1 year3 years
3.67-4.99
0.991.17
0.92-0.85
76.8783.47
0.92-0.12
8.9113.95
4.285.94


Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.


Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.
© Copyright 2025 Morningstar. All rights reserved.