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

129.37p

arrow-up0.36p (+0.28%)

Fund Code

MGTIA

BYM55C7

GB00BYM55C75

Prices updated as at 15 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.

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.

Important Information

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