M&G European Strategic Value FundM&G European Strategic Value Fund

Richard HalleRichard Halle

Fund manager: Richard Halle

Products available: ISA, OEIC & Savings Plan

Fund objective


The Fund aims to maximise long term total return to investors by investing predominantly in undervalued European equities.

Policy for achieving objective


The Fund seeks to maximise total return to investors through investment in European equities of companies whose share prices do not, in the opinion of the Investment Manager, fully reflect their potential value. The Fund will invest across a wide range of geographies, sectors and market capitalisations. The Fund may also invest in other assets including other transferable securities, collective investment schemes, money market instruments, cash and near cash, deposits and derivative instruments. Derivative instruments may be used in support of achieving the Fund's investment objective.

About the fund manager


Richard Halle is a director of equities and joined the equity team in 1999 as an investment analyst specialising in the insurance sector. He subsequently moved to the European team, where he is a fund manager. Before joining the company, Richard worked as a security analyst for the Sedgwick Group. Prior to that, he was an accountant for an insurance company in South Africa after leaving Andersen Consulting, his first employer. Richard graduated from the University of Natal in Durban with a bachelor of commerce.

You may wish to read the fund key features document which contains further information about this fund.

 

Issued by M&G Securities Limited and M&G Financial Services Limited which are subsidiaries of M&G Limited. M&G Limited is incorporated and registered in England. Registered Office: Laurence Pountney Hill, London, EC4R 0HH. Registered in England No. 1048359. Registered for VAT, number GB235 3237 81. Both M&G Securities Limited and M&G Financial Services Limited are authorised and regulated by the Financial Services Authority and provide ISAs and other investments. M&G Securities Limited is registered on the FSA's register, No. 122057 (www.fsa.gov.uk/register). Registered Office Laurence Pountney Hill, London, EC4R 0HH. Registered in England No. 90776. M&G Financial Services Limited is registered on the FSA's register, No. 122058 (www.fsa.gov.uk/register). Registered Office Laurence Pountney Hill, London, EC4R 0HH. Registered in England No. 923891. Both companies are registered for VAT, number GB235 3237 81.