M&G Global Dividend Fund
Get the advantage of going global
Dividend investing works. Over the long term, companies that have consistently increased their dividends, wherever they are in the world, have generally been rewarded by above-average share-price performance.
Although income investing via equities is well established in the UK, we believe that investing globally can present greater opportunities to find stocks that are growing their dividends.
Overview
The fund was launched in July 2008 and seeks to maximise total return (capital growth as well as income) by investing in companies around the world that consistently increase their dividends. However, unlike many of his peers, Citywire AAA rated Fund Manager Stuart Rhodes does not chase high dividend yield alone. He believes that a high yield is often a sign of a company in trouble or with limited growth potential. Instead, he scours the globe for well-run companies that can deliver long-term dividend growth. The compounding of those rising dividends over time will make a huge difference to returns.
So if you’re keen on maximising long-term total returns, you could choose a fund that seeks to offer increasing dividend distributions, as well as long-term capital growth, such as the M&G Global Dividend Fund.
Why you should invest in this fund:
- The fund is ranked in the top 5% of the IMA Global Sector since its launch in July 2008.
- The M&G Global Dividend Fund is an equity fund investing in stocks which the fund manager believes can sustain long-term dividend growth from the full spectrum of publicly listed companies worldwide.
- It looks to generate a dividend yield greater than the global average and to increase its annual income payment over the long term.
- Fund manager Stuart Rhodes seeks to maximise total return (income as well as capital growth) by investing in companies that can grow their dividends consistently over time.
- The fund’s global mandate offers more potential investment opportunities and provides important geographic diversity.
- Stuart selects stocks with different sources of dividends to construct a portfolio that can perform in a variety of market conditions.
Fund Performance
Total return (indexed to 100)
