M&G (LUX) Global Select A EUR Acc

Ranked 120 out of 752 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

John William Olsen

John William Olsen, a Danish national, joined M&G in April 2014, and was appointed fund manager of the M&G Global Select Fund and M&G Pan European Select Fund in July 2014. John William joined M&G from Danske Capital, where from 2002 he had managed non-domestic equity portfolios, including the Global Stock Picking and Global Select equity funds, and also the European Select strategy. He joined Danske Capital in 1998 as a fund manager on the domestic Danish equities team, and in 2000 also became a global sector analyst focusing on technology and telecommunications stocks. John William gained a BA in business economics and then an MSc in finance and accounting from Copenhagen Business School.

Objective

The fund aims to provide a combination of capital growth and income to deliver a return that is higher than that of the global stockmarket over any five-year period. At least 80% of the fund is invested in the shares of companies across any sector and of any size that are domiciled in any country, including emerging markets. The fund usually holds shares in fewer than 40 companies. Companies that are assessed to be in breach of the United Nations Global Compact principles on human rights, labour, environment and anti-corruption are excluded from the investment universe.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 12.0%
2018 -7.8% -9.2% 10.2% 4.8% -12.0%
2017 12.1% 3.9% 1.7% -1.5% 7.7%
2016 25.3% 2.1% 5.3% 7.6% 8.4%
2015 5.3% 8.9% -5.4% -4.1% 6.5%
2014 4.5% -2.1% 0.2% 1.4% 5.0%
2013 17.4% 15.2% -1.1% 0.7% 2.4%
2012 12.7% 10.1% -7.4% 5.5% 4.7%
2011 -11.0% 0.7% 0.7% -17.3% 6.3%
2010 13.6% 9.4% -10.7% 7.2% 8.5%
2009 23.1% -9.4% 5.2% 23.4% 4.7%
2008 -14.2% -4.4% -0.7% -7.8% -2.0%
2007 14.6% 3.6% 8.2% 1.3% 0.9%
2006 11.6% 10.7% -3.2% -1.4% 5.6%
2005 25.0% 5.2% 4.4% 13.1% 0.7%
2004 19.5% 0.2% 2.8% 6.0% 9.4%
2003 31.3% -5.0% 12.6% 11.3% 10.3%
2002 -27.9% 1.3% -16.7% -19.0% 5.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Denmark
  4. Finland
  5. France
  6. Germany
  7. Greece
  8. Ireland
  9. Italy
  10. Luxembourg
  11. Netherlands
  12. Norway
  13. Portugal
  14. Singapore
  15. Spain
  16. Sweden
  17. Switzerland
  18. United Kingdom

Fund Info

  • Launch date09/11/2018
  • Share Class size69Mn
  • Base currencyEUR
  • ISIN LU1670715207

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment75

Charges

  • Annual management1.75%
  • Initial investment5.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).