M&G Investment Funds (1) - M&G Global Select Fund Sterling I Acc

Name
M&G Investment Funds (1) - M&G Global Select Fund Sterling I Acc
Manager
M&G Securities Ltd
Type
Open Ended Investment Company
ISIN
GB00B77HHZ62
Sector
Global
Launched
03/08/2012
OCF
0.9 %
Risk Rating
4
3 Year Sharpe
0.57
3 Year Alpha
0.42
Yield
0.8 %
Benchmark
MSCI World GR GBP
The fund aims to provide a total return (the combination of capital growth and income). At least 80% of the fund is invested in companies globally across a wide range of geographies, sectors and market capitalisations. The fund has a concentrated portfolio and usually holds fewer than 40 stocks. The fund is based on an investment process that uses fundamental analysis to identify competitively advantaged companies with sustainable business models.
Holding %
Microsoft Corp 7.73 %
UnitedHealth Group Inc 6.86 %
Becton, Dickinson and Co 5.34 %
Tiffany & Co 4.66 %
Novo Nordisk A/S B 4.53 %
Alphabet Inc A 4.47 %
WH Smith PLC 4.10 %
Ball Corp 4.00 %
Schneider Electric SE 3.92 %
Tokio Marine Holdings Inc 3.70 %
Region %
United States 59.77 %
Europe - ex Euro 14.61 %
United Kingdom 10.07 %
Eurozone 8.52 %
Sector %
Healthcare 19.64 %
Financial Services 16.13 %
Technology 14.62 %
Industrials 13.34 %
Consumer Cyclical 12.92 %
Communication Services 10.18 %
Consumer Defensive 9.64 %
Name
M&G Securities Ltd
Address
EC4R OHH, London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

John Olsen
Joined 07/01/2014

John William Olsen joined M&G in April 2014, and was appointed FM of the Eastspring Pan European Fund, M&G Global Select Fund and M&G Pan European Select Fund in July 2014. He was later appointed deputy manager of the M&G Pan European Select Smaller Companies Fund in July 2016. He joined Danske Capital in 1998 as a FM in domestic Danish equities, and in 2000 also became a global sector analyst focusing on technology and telecommunications. From 2002 he managed non-domestic equity. He has a BA in business economics and a MSc in finance and accounting from Copenhagen Business School.

Data provided by Morningstar.

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