M&G Managed Growth Fund Sterling I IncRegister to Unlock Ratings |
Performance History | 29/02/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 2.6 | 16.9 | -0.6 | 11.9 | 2.3 | |
+/-Cat | -4.3 | 3.3 | 9.2 | 2.5 | -0.1 | |
+/-B’mrk | -3.4 | 0.6 | 5.3 | -0.5 | -1.1 | |
Category: GBP Allocation 80%+ Equity | ||||||
Category Benchmark: Morningstar UK Adv Tgt Allo... |
Key Stats | ||
NAV 28/03/2024 | GBX 2128.73 | |
Day Change | 0.32% | |
Morningstar Category™ | GBP Allocation 80%+ Equity | |
IA (formerly IMA) Sector | Flexible Investment | |
ISIN | GB00B7GTLH32 | |
Fund Size (Mil) 27/03/2024 | GBP 966.90 | |
Share Class Size (Mil) 27/03/2024 | GBP 70.32 | |
Max Initial Charge | - | |
Ongoing Charge 12/02/2024 | 0.68% |
Investment Objective: M&G Managed Growth Fund Sterling I 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 IA Flexible Investment Sector over any five-year period. The Fund is a multi-asset fund that invests at least 70% of its assets in other collective investment schemes in order to gain exposure to assets from anywhere in the world, including equities, fixed income, convertibles, cash, or near cash. The Fund may also invest directly in these assets. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Craig Simpson 01/12/2022 | ||
Inception Date 03/08/2012 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
IA Flexible Investment Sector | Morningstar UK Adv Tgt Alloc NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for M&G Managed Growth Fund Sterling I Inc | 31/01/2024 |
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