M&G Strategic Corporate Bond Fund Sterling A IncRegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 6.0 | -0.9 | -13.7 | 10.6 | -1.3 | |
+/-Cat | -2.7 | 1.8 | 5.0 | 0.9 | 0.3 | |
+/-B’mrk | -3.5 | 3.0 | 7.0 | 0.9 | 1.2 | |
Category: GBP Corporate Bond | ||||||
Category Benchmark: Morningstar UK Corp Bd GR GBP |
Key Stats | ||
NAV 14/05/2024 | GBX 65.76 | |
Day Change | -0.17% | |
Morningstar Category™ | GBP Corporate Bond | |
IA (formerly IMA) Sector | £ Corporate Bond | |
ISIN | GB0033828020 | |
Fund Size (Mil) 14/05/2024 | GBP 1206.60 | |
Share Class Size (Mil) 14/05/2024 | GBP 32.47 | |
Max Initial Charge | - | |
Ongoing Charge 12/02/2024 | 0.83% |
Morningstar Research |
Analyst Report | 19/10/2023 Evangelia Gkeka, Senior Analyst Morningstar, Inc |
M&G Strategic Corporate Bond utilises an established and time-tested process, its management team has experience in managing money across different stages of the credit cycle, and the strategy has generated strong long-term absolute and... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 25 |
Parent | 23 |
Process | 24 |
Performance | |
Price |
Investment Objective: M&G Strategic Corporate Bond Fund Sterling A Inc |
The Fund aims to provide a higher total return (the combination of capital growth and income), net of the Ongoing Charge Figure, than the average return of the iBoxx Sterling Corporates GBP Index, over any five-year period. At least 70% of the Fund is invested , directly or indirectly through derivatives, in investment grade corporate debt securities including investment grade Asset-Backed Securities. These securities can be issued by companies from anywhere in the world, including Emerging Markets. These securities can be denominated in any currency. |
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Management | ||
Manager Name Start Date | ||
Richard Woolnough 20/02/2004 | ||
Ben Lord 01/01/2020 | ||
Inception Date 20/02/2004 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Markit iBoxx GBP Corp TR | Morningstar UK Corp Bd GR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for M&G Strategic Corporate Bond Fund Sterling A Inc | 31/03/2024 |
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