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
132.29p
0.52p (+0.39%)
Fund Code
MGTIA
BYM55C7
GB00BYM55C75
Prices updated as at 07 May 2025
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.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Company name
M&G Securities Ltd
Fund launch date
13 Dec 2016
Domicile
United Kingdom
UCITS
Yes
Fund manager
Tristan Hanson
Manager start date
13 Dec 2016
Fund manager biography
Tristan Hanson has more than 20 years of experience in asset management. Tristan joined M&G in April 2016 from Ashburton Investments, where he started in 2008 and was appointed Head of Asset Allocation with responsibility for global multi-asset funds in 2010. He worked as a Strategist at JP Morgan Cazenove between 1999 and 2006, covering equities, fixed income and currencies. Tristan holds a Master in Public Administration in International Development from Harvard University’s Kennedy School of Government and a BA (Hons) in Economics from Durham University. He is a Chartered Fellow of the CISI.
Fund manager
Aaron Powell
Manager start date
01 Oct 2024
Fund manager biography
Head office
10 Fenchurch Avenue
London
United Kingdom
EC3M 5AG
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