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M&G EUROPEAN STRATEGIC VALUE A - Fund overview

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Overview of M&G EUROPEAN STRATEGIC VALUE A

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. M&G EUROPEAN STRATEGIC VALUE A does not fall into either of these categories at present.

Standard Initial Charge

4.00% 1.00%

Invest via Bestinvest to save 3.00%
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Fund summary

Sector  Europe Including UK
Product type  OEIC
Launched  February, 2008
Size  £102m
Yield 1.2%
Charging basis  –
Dividends paid  31/3.
Bid price(inc) 99.27p
Bid price(acc) 106.69p

Fund Charges

Standard Initial charge 4.00%
Initial charge via Bestinvest 1.00%
Additional bid/offer spread 0.00%
Annual management charge 1.75%
Total expense ratio 1.96%
Reduction in yield (10yr) 2.06%

Bestinvest says


No information available.

Portfolio

m&g european strategic value a asset allocation illustration
Allocation Proportion
Equity 100%
High yield bonds
Quality bonds
Property
Commodities
Hedge
Fund cash
m&g european strategic value a equity geographic illustration
Allocation Proportion
UK 30%
Europe 70%
Nth America
Japan
Pacific
Other Equity
m&g european strategic value a equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

Investment process


The Fund seeks to maximise total return to investors through investment in European equities of companies whose share prices do not, in the opinion of the Investment Manager, fully reflect their potential value. The Fund will invest across a wide range of geographies, sectors and market capitalisations. The Fund may also invest in other assets including other transferable securities, collective investment schemes, money market instruments, cash and near cash, deposits and derivative instruments. Derivative instruments may be used in support of achieving the Fund's investment objective.

The value of your investments and the income from them can go down as well as up and you can get back less than you originally invested. Any yields quoted cannot be taken as a reliable indicator of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

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