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M&G UK Select A Acc

Ranked 94 out of 255 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Sam Ford

Objective

The Fund invests principally in the equities of UK companies with high growth potential with the sole objective of capital growth. Income considerations are ignored.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/03/2018 - 31/03/2019
  • Rank 94/255 Total Return
  • Rank 127/255 Standard Deviation
  • Rank 137/255 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 11.0%
2018 -11.8% -6.3% 8.6% -0.6% -12.7%
2017 13.9% 5.2% 3.6% 1.3% 3.2%
2016 5.7% -3.7% -3.2% 8.9% 4.2%
2015 1.7% 3.9% 1.8% -8.6% 5.1%
2014 1.8% -1.0% 1.4% 0.9% 0.5%
2013 23.0% 8.1% 0.6% 6.5% 6.2%
2012 14.1% 8.4% -3.5% 5.8% 3.1%
2011 -5.3% -0.2% 1.5% -14.7% 9.6%
2010 14.7% 5.1% -11.6% 14.1% 8.2%
2009 21.9% -9.9% 7.8% 19.2% 5.4%
2008 -22.9% -8.9% 1.4% -11.9% -5.3%
2007 6.7% 3.3% 3.7% -2.8% 2.4%
2006 18.1% 12.2% -2.7% 2.3% 5.7%
2005 28.7% 4.1% 5.1% 10.1% 6.9%
2004 11.4% 1.1% 1.4% 2.5% 6.1%
2003 18.9% -7.3% 16.1% 3.8% 6.5%
2002 -27.3% 1.1% -14.5% -20.7% 6.1%
2001 -16.6% -10.0% -1.0% -14.7% 9.7%
2000 -4.1% -4.5% -0.2% 3.9% -3.1%
1999 24.2% 9.4% 1.2% -3.5% 16.3%
1998 17.1% 17.0% 1.7% -17.6% 19.5%
1997 19.3% 3.1% 1.6% 13.3% 0.5%
1996 14.4% 2.8% 1.5% 5.8% 3.5%
1995 18.8% 2.2% 6.2% 7.1% 2.2%
1994 -3.1% -3.8% -2.5% 2.3% 0.9%
1993 34.2% 9.5% 4.1% 6.7% 10.3%
1992 21.5% 3.9% 7.2% -4.8% 14.6%
1991 11.2% 15.3% -1.5% 6.7% -8.2%
1990 -14.9% -5.5% 4.3% -17.5% 4.5%
1989 27.2% 13.5% 5.7% 3.7% 2.3%
1988 9.5% 3.2% 11.2% -2.5% -2.2%
1987 13.0% 22.9% 13.0% 10.9% -26.6%
1986 26.4% 18.9% 1.5% -2.7% 7.7%
1985 14.3% 7.2% -4.7% 4.0% 7.6%
1984 22.4% 12.6% -8.3% 10.9% 6.9%
1983 33.3% 11.1% 13.3% 2.4% 3.5%
1982 4.8% -4.0% -2.3% 3.3% 8.1%
1981 8.5% 14.6% 3.5% -14.4% 7.0%
1980 38.7% 10.1% 11.2% 11.9% 1.2%
1979 11.2% 19.7% -4.1% 3.5% -6.4%
1978 13.7% -3.3% 9.3% 10.8% -2.9%
1977 47.3% 14.1% 12.0% 13.2% 1.8%
1976 -1.5% 5.5% -2.0% -6.2% 1.6%
1975 55.2% 35.8% 9.9% -2.7% 6.8%
1974 -27.2% 0.0% -12.5% -17.3% 0.7%
1973 -27.6% -8.1% 2.2% -8.3% -16.0%
1972 43.8% 19.7% -6.8% 6.7% 20.8%
1971 51.5% 4.8% 14.8% 11.1% 13.3%
1970 -1.4% 1.4% -13.5% 14.1% -1.4%
1969 -12.9% -1.4% -15.9% 0.5% 4.7%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2019

Top 10 Holdings

Stock Size
BP PLC ORD 7.24%
AstraZeneca PLC ORD 5.32%
Unilever PLC ORD 5.12%
Northern Trust Global - The Sterling E 4.55%
London Stock Exchange Group PLC ORD 4.05%
WH Smith PLC ORD 3.90%
Lloyds Banking Group PLC ORD 3.64%
Rotork PLC ORD 3.32%
British American Tobacco PLC ORD 3.17%
Reckitt Benckiser Group PLC ORD 3.01%
28/02/2019

Registered For Sale In

  1. Switzerland
  2. United Kingdom

Fund Info

  • Launch date17/12/1968
  • Share Class size537Mn
  • Base currencyGBP
  • ISIN GB0031111817

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment100

Charges

  • Annual management1.50%
  • Initial investment4.00%

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M&G Smaller Companies manager exits firm

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M&G to merge Felton’s UK equity funds

M&G Investments is proposing to merge its £550 million UK Growth fund with the £81 million UK Select fund, both run by manager Mike Felton.

Nigel Thomas gets ratings upgrade

Nigel Thomas’ ABN Amro UK Growth unit trust has been upgraded by Standard & Poor’s Fund Research analysts from AA to AAA, the company’s highest possible rating for a fund.

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