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

131.37p

arrow-down-0.05p (-0.04%)

Fund Code

MGTIA

BYM55C7

GB00BYM55C75

Prices updated as at 26 Sep 2024
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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.

Growth of 1,000 as of 27 Sep 2024, 00:09

Trailing returns (%) as of 27 Sep 2024, 00:09

Annual performance (%)

YearThis fundMacro Trading GBP
30 Jun 13 - 30 Jun 14--
30 Jun 14 - 30 Jun 15--
30 Jun 15 - 30 Jun 16--
30 Jun 16 - 30 Jun 17--
30 Jun 17 - 30 Jun 181.211.13
30 Jun 18 - 30 Jun 19-1.332.36
30 Jun 19 - 30 Jun 202.41-0.73
30 Jun 20 - 30 Jun 214.968.21
30 Jun 21 - 30 Jun 220.93-1.74
30 Jun 22 - 30 Jun 236.922.14
30 Jun 23 - 30 Jun 246.985.41

Trailing returns (%)

YearThis fundMacro Trading GBP
1 Day0.080.03
1 Month0.740.19
3 Months2.781.30
6 Months4.212.43
1 Year9.346.79
3 Years annualised5.882.29
5 Years annualised5.463.14
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

Important Information

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