M&G Smaller Companies Fund

Simon Bailey

Fund manager: Simon Bailey

Products available: ISA, OEIC & Savings Plan

Fund objective

The Fund invests in smaller companies, where good management can have most impact on earnings. Investment in such shares can offer prospects of above average capital growth. Income is not a major factor and the yield can be expected to be less than that of the FTSE All-Share Index. 

 

Policy for achieving objective

The Fund uses a bottom-up approach in order to capture the superior long term growth that can be found in smaller organisations.

 

About the fund manager

Simon joined the Prudential in 1997.  Two years later, he became a member of the UK equity small company team.  Simon took over management of his first funds in April 2000 and added the M&G Smaller Companies Fund a year later.

Prior to M&G, Simon worked at a number of financial institutions in areas such as corporate finance and derivatives.  (Internships at JP Morgan and the Saudi International Bank).

Simon studied economics at Durham University.  He is a chartered Financial Analyst (CFA).

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.

 

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 GB 235 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 - opens new window). 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 - opens new window). Registered Office Laurence Pountney Hill, London, EC4R 0HH. Registered in England No. 923891. Both companies are registered for VAT, number 235323781.