M&G Recovery Fund Sterling I Acc

Name
M&G Recovery Fund Sterling I Acc
Manager
M&G Securities Ltd
Type
Open Ended Investment Company
ISIN
GB00B4X1L373
Sector
UK All Companies
Launched
15/01/2010
OCF
0.91 %
Risk Rating
4
3 Year Sharpe
0.54
3 Year Alpha
-0.61
Yield
1.6 %
Benchmark
FTSE AllSh TR GBP
The Fund predominantly invests in a diversified range of securities issued by companies which are out of favour, in difficulty or whose future prospects are not fully recognised by the market. The sole aim of the Fund is capital growth. There is no particular income yield target.
Holding %
BP PLC 8.86 %
HSBC Holdings PLC 8.63 %
GW Pharmaceuticals PLC ADR 5.12 %
Oxford BioMedica PLC 3.30 %
Lloyds Banking Group PLC 3.11 %
Prudential PLC 2.78 %
EI Group PLC 2.75 %
Hutchison China Meditech Ltd ADR 2.69 %
Tullow Oil PLC 2.52 %
CRH PLC 2.49 %
Region %
United Kingdom 79.48 %
Sector %
Financial Services 21.88 %
Industrials 16.63 %
Healthcare 14.11 %
Energy 13.73 %
Basic materials 13.27 %
Consumer Cyclical 12.80 %
Name
M&G Securities Ltd
Address
EC4R OHH, London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Tom Dobell
Joined 03/31/2000

Tom Dobell joined M&G in 1992 as a UK equity manager on the segregated pension fund desk where he was responsible for managing assets for 16 pension fund clients. In March 2000, Tom became fund manager of the M&G Recovery Fund. Before joining M&G, he worked for Phillips & Drew (PDFM) as a fund manager within the charity and small pension fund division. Tom graduated from agricultural college in 1986.

Data provided by Morningstar.

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