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M&G INDEX TRACKER A - Fund overview

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Overview of M&G INDEX TRACKER A

The fund aims to provide capital growth from the UK stockmarket by tracking the returns of the FTSE All-Share Index and invests in the majority of stocks listed in the index - therefore it applies a near full "replication" strategy.

Standard Initial Charge

0.00% 0.00%

Invest via Bestinvest

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Fund summary

Sector  UK All Companies
Product type  OEIC
Launched  February, 1998
Size  £452m
Yield 3.3%
Charging basis  –
Dividends paid  31/1, 31/7.
Bid price(inc) 52.88p
Bid price(acc) 76.44p

Fund Charges

Standard Initial charge 0.00%
Initial charge via Bestinvest 0.00%
Additional bid/offer spread 0.00%
Annual management charge 0.30%
Total expense ratio 0.46%
Reduction in yield (10yr) 0.46%

Bestinvest says


At one time this was one of the cheapest FTSE All Share tracker funds. However, it has now been superseded by lower cost trackers. Consider Fidelity Moneybuilder UK Index, which has a much lower total expense ratio.

Portfolio

m&g index tracker a asset allocation illustration
Allocation Proportion
Equity 99%
High yield bonds
Quality bonds
Property
Commodities
Hedge
Fund cash 1%
m&g index tracker a equity geographic illustration
Allocation Proportion
UK 99%
Europe 1%
Nth America 0%
Japan 0%
Pacific 0%
Other Equity 0%
m&g index tracker a equity capitalisation illustration
Allocation Proportion
Large Caps 81%
Mid Caps 15%
Small Caps 4%

Investment process


This fund uses a combination of replication and some sampling techniques to track the FTSE All-Share Index. The approach is to replicate all the stocks within the FTSE All-Share Index so that each is represented at its appropriate weight. In this instance some 90% of the constituents of the FTSE All Share Index is held within the fund. Quantitative techniques are then used within a computer model to identify the key drivers of the FTSE All-Share's performance, i.e. sector, size, yields etc. The manager then applies certain controls to the model in order to identify a portfolio of stocks that sufficiently matches these characteristics and thus avoids the necessity to purchase all constituent stocks. This thus avoids holding some of the less liquid or smallest companies listed in the index, which may be more difficult to trade - often a "basket" approach is adopted within the more niche industries.

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.

Bestinvest (Brokers) Ltd & Bestinvest (Consultants) Ltd are authorised and regulated by the Financial Services Authority. This site is for UK Investors only

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