M&G Offshore Global Dividend A GBP Inc

Ranked 35 out of 101 in - Global Equity Income over 12 months
All calculations are in GBP unless stated

Managed by

Stuart Rhodes

Stuart Rhodes was born in the UK in 1980 and graduated from Bath University with a degree in business administration. He joined M&G as an equity analyst in 2004 and in 2008 he was appointed manager of the M&G Global Dividend Fund where he uses an active stockpicking investment process based on company fundamentals and valuation. Stuart is a Chartered Finacial Analyst and has been a fund manager since 2008. Outside of work he enjoys tennis and running.

Objective

The investment objective of the Sub-Fund is to aim to deliver a dividend yield above the market average, by investing mainly in a range of global equities. The Underlying Fund aims to grow distributions over the long term whilst also maximising total return (the combination of income and growth of capital).

Showing fund performance in United Kingdom View performance globally

Performance

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

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 10.1%
2018 -8.1% -8.4% 8.3% 6.3% -12.9%
2017 11.9% 4.5% -1.5% 1.2% 7.5%
2016 33.8% 8.0% 5.7% 11.3% 5.3%
2015 -7.5% 4.1% -4.5% -12.2% 6.0%
2014 2.2% -0.3% 2.0% 0.7% -0.2%
2013 20.2% 16.4% -1.1% -0.5% 5.0%
2012 9.0% 8.1% -2.7% 1.7% 1.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Guernsey
  2. United Kingdom

Fund Info

  • Launch date01/11/2011
  • Share Class size02Mn
  • Base currencyGBP
  • ISIN GG00B76V9202

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment0

Charges

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