M&G Offshore Global Themes Sterling A Inc

Ranked 442 out of 752 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Alex Araujo

Objective

The Fund has been established as a feeder fund which will invest exclusively in Income 'X' Shares of the M&G Global Basics Sub-Fund of M&G Investment Funds (1) (a UK authorised umbrella Open-Ended Investment Company established under English law). The M&G Global Basics Sub-Fund is a global equity fund whose objective is to invest mainly in companies operating in basic industries ('primary' and 'secondary' industries) and also in companies that service these industries. The sole aim of the Fund is long term capital growth.

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 9.1%
2018 -10.4% -8.5% 6.7% 2.0% -10.1%
2017 14.6% 5.6% -0.1% 2.7% 5.8%
2016 31.4% 6.4% 8.0% 11.0% 3.0%
2015 -3.3% 6.5% -5.8% -10.8% 8.0%
2014 -0.4% 0.0% 0.1% -1.7% 1.2%
2013 3.0% 10.9% -5.7% 0.4% -1.9%
2012 0.9% 6.1% -9.3% 6.1% -1.2%
2011 -12.5% 0.4% -2.0% -14.1% 3.6%
2010 27.3% 9.4% -9.8% 11.9% 15.3%
2009 34.2% -7.4% 10.8% 24.0% 5.5%
2008 -26.7% -1.0% 8.6% -21.0% -13.8%
2007 20.8% 4.8% 10.7% 1.2% 2.9%
2006 14.4% 11.7% -2.2% -1.9% 6.8%
2005 19.1% 4.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Guernsey
  2. United Kingdom

Fund Info

  • Launch date13/11/2000
  • Share Class size16Mn
  • Base currencyGBP
  • ISIN GB0003706404

Purchase Info

  • Min. initial investment1,000
  • 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).