M&G Global Target Return Fund

Select share classes
There is only one type of share class for this fund.

M&G Global Target Return Fund Sterling I Acc

Category Macro Trading GBP


This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

129.65p

arrow-up0.17p (+0.13%)

Fund Code

MGTIA

BYM55C7

GB00BYM55C75

Prices updated as at 07 Nov 2024
|
Prices in GBX

Investment objective
The Fund aims to achieve a total return (the combination of income and capital growth) of at least 2-4%, per annum above the Sterling Overnight Index Average (SONIA), before any charges are taken, in any market conditions and over any three year period. The Fund aims to achieve this while seeking to minimise the degree to which the value of the Fund fluctuates over time (volatility), while also seeking to limit monthly losses. Managing the Fund in this way reduces its ability to achieve returns significantly above SONIA plus 2-4%. The Fund has a highly flexible investment approach with the freedom to invest in different types of investment assets from anywhere in the world. The fund manager’s approach combines in-depth research to determine the value of assets over the medium to long term, together with analysis of market reactions to events, to identify investment opportunities.

Annual charges

Product charges
0.53
0.24
No
-
0.00
0.00
Minimum investment25.00

Documents

Document nameDate postedDownload
Key Information Document / Technical Guide 02 Sep 2024pdf
Annual Reports 31 Mar 2024pdf
Interim Short Report 31 Mar 2024pdf
Annual Short Report 17 Aug 2023pdf
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