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
0.88
3 Year Alpha
1.42
Yield
1.7 %
Benchmark
FTSE AllSh TR GBP
The Fund aims to provide a higher total return (the combination of capital growth and income), net of the Ongoing Charge Figure, than that of the FTSE All-Share Index over any five-year period.
Holding %
BP PLC 8.84 %
HSBC Holdings PLC 7.70 %
GW Pharmaceuticals PLC ADR 6.15 %
Lloyds Banking Group PLC 3.54 %
Tullow Oil PLC 3.03 %
Oxford BioMedica PLC 2.92 %
CRH PLC 2.72 %
First Quantum Minerals Ltd 2.66 %
Rio Tinto PLC 2.51 %
EI Group PLC 2.48 %
Region %
United Kingdom 76.87 %
Sector %
Financial Services 20.57 %
Industrials 18.44 %
Basic materials 14.18 %
Energy 14.16 %
Healthcare 13.92 %
Consumer Cyclical 11.26 %
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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