M&G Global Basics FundThe M&G Global Basics Fund is a global equity fund designed to achieve long-term capital growth by investing in companies that provide products and services which are rarely out of demand, such as:
The strong and consistent demand for these types of products – the building blocks of the global economy – means the fund is well positioned to deliver steady returns, even in changeable economic conditions.
The Citywire AAA rated* fund manager, Graham French does not follow market trends but adopts a consistent investment approach focused on the long term.
This approach has helped the fund achieve impressive performance and for the second year in a row, we are proud to have been awarded the Moneywise Fund Awards 2007 for best fund in the Global Growth Sector.
| Single year performance (5 years ending June) | |||||
| From
To | 29.06.07
30.06.08 | 30.06.06
29.06.07 | 30.06.05
30.06.06 | 30.06.04
30.06.05 | 30.06.03
30.06.04 |
| M&G Global Basics Fund | 12.4% | 21.8% | 36.8% | 35.6% | 28.9% |
| IMA Global Growth Sector | -8.6% | 16.1% | 17.4% | 14.3% | 14.9% |
Please remember that you should not base decisions on past performance, prices may fluctuate and you may not get back your original investment.
Source of all performance figures: Morningstar Inc., and M&G Statistics, bid to bid, net income reinvested, Sterling Class A Shares as at 30 June 2008.
* Citywire rating as at 30 Jun 2008. Ratings should not be taken as a recommendation.
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