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M&G GLOBAL REAL ESTATE SECURITIES A - Fund overview

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Overview of M&G GLOBAL REAL ESTATE SECURITIES A

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

Standard Initial Charge

4.00% 1.00%

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to save 3.00%

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Fund summary

Sector  Property
Product type  OEIC
Launched  April, 2008
Size  £46m
Yield 2.8%
Charging basis  –
Dividends paid  Feb, May, Aug & Nov
Bid price(inc) 102.70p
Bid price(acc) 116.63p

Fund Charges

Standard Initial charge 4.00%
Initial charge via Bestinvest 1.00%
Additional bid/offer spread 0.00%
Annual management charge 1.50%
Total expense ratio 1.75%
Reduction in yield (10yr) 1.85%

Bestinvest says


No information available.

Portfolio

m&g global real estate securities a asset allocation illustration
Allocation Proportion
Equity –
High yield bonds –
Quality bonds –
Property 100%
Commodities –
Hedge –
Fund cash –

No data available.

No data available.

View all performance data for M&G GLOBAL REAL ESTATE SECURITIES A

Investment process


The Fund aims to maximise long term total return, consisting of income and capital appreciation, through investment, on a global basis, mainly in both real estate investment trusts (REITs) and other types of property companies.

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. Past performance or any yields quoted should not be considered reliable indicators 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; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

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