Fund manager: Richard O'Connor
Products available: ISA, OEIC & Savings Plan
The Fund aims to maximise long term total return, consisting of income and capital appreciation, through investment, on a global basis, mainly in both real estate investment trusts (REITs) and other types of property companies.
The Fund seeks to maximise total return to investors through investment globally in a diversified range of listed shares of companies whose activity is focused on or related to the real estate sector. The Fund may also invest in other assets including collective investment schemes, other transferable securities, cash and near cash, deposits, warrants and money market instruments. Derivative instruments may be used for both investment purposes and for Efficient Portfolio Management purposes.
Richard O’Connor joined M&G in July 2002 and is fund manager with responsibility for 14 index funds. He was appointed fund manager of the M&G Global Real Estate Securities Fund in June 2008. He joined the business from Goldman Sachs where he worked as a consultant to the fixed income derivatives department. Prior to this, he was with Standard Corporate & Merchant Bank Asset Management (South Africa) in a research analyst role, which he held for more than three years. Richard graduated with an honours degree in investment management from Rand Afrikaans University and a Bachelor of commerce degree from the University of Natal.
You may wish to read the fund key features document which contains further information about this fund.