M&G (Lux) Pan European Select A Acc EUR

Ranked 626 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 European 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, or conducting the major part of their economic activity, in Europe. The fund usually holds shares in fewer than 35 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 11.8%
2018 -14.3% -6.1% 4.1% 2.1% -14.1%
2017 22.1% 5.9% 6.2% 5.3% 3.2%
2016 17.4% 2.0% 4.9% 9.0% 0.6%
2015 7.9% 11.4% -3.9% -2.9% 3.8%
2014 -3.1% 1.1% -0.8% -4.1% 0.7%
2013 19.6% 11.9% -1.4% 3.5% 4.8%
2012 16.7% 10.9% -6.5% 4.0% 8.2%
2011 -15.4% -0.7% 1.9% -20.1% 4.7%
2010 7.4% 6.5% -18.3% 15.4% 6.9%
2009 26.9% -7.7% 11.0% 26.4% -2.1%
2008 -26.7% -8.5% 3.4% -16.3% -7.4%
2007 10.7% 4.8% 5.4% 0.5% -0.3%
2006 23.4% 17.6% -6.9% 3.6% 8.8%
2005 21.7% 2.8% 4.2% 8.6% 4.6%
2004 17.1% 2.2% 1.8% 3.2% 9.0%
2003 20.3% -8.1% 16.8% 2.3% 9.7%
2002 -28.6% -0.7% -12.4% -24.0% 8.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date09/11/2018
  • Share Class size125Mn
  • Base currencyEUR
  • ISIN LU1670716437

Purchase Info

  • Min. initial investment1,000

Charges

  • Annual management5.00%
  • Initial investment2.00%

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