Fund manager: Jim Leaviss
Products available: ISA, OEIC & Savings Plan
The Fund aims to secure the value of capital and income from the effects of inflation, with a long term total return in excess of any upward movement in the UK Retail Prices Index. The portfolio will normally focus on index linked gilts, though may contain other securities consistent with this aim. Non-sterling denominated securities may be held and, if deemed appropriate by the Investment Manager, the associated currency risks hedged. More than 35% of the value of the property of the Fund may be invested in Government and other public securities issued or guaranteed by any of:
The Fund invests in a range of index linked government and corporate bonds, with the aim of achieving a long term return significantly in excess of the UK Retail Price Index.
Jim is Head of M&G Retail Fixed Income and a fund manager on the global fixed interest desk.
After graduating in 1992, Jim joined the Bank of England as an analyst of monetary statistics and PSBR. He later moved within the Bank to become a gilt and money market trader, a position he occupied for three years.
Jim graduated from Manchester University with a BA in Economics and is an Associate of the Institute of Investment Management & Research.
In addition to the fund data that can be found by accessing the menu to the left of this page you may also wish to read the fund key features document which contains further fund information.