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US equities

The M&G Global Equity team’s principles are:

  • Focus on investment performance
  • Active, unconstrained investment driven by bottom-up stock selection
  • Long-term investment horizon
  • Consistent application of each clearly defined strategy

The team shares a common philosophy through which investment ideas are discussed and refined. To this end, return on capital is used as the key determinant of company analysis. This provides the common investment language that allows each member of the team, both fund managers and analysts, to contribute to the investment debate. M&G promotes an open culture where investment ideas are shared and challenged before they are implemented in portfolios.

Prices may fluctuate and you may not get back your original investment. The value of overseas investments may be affected by currency exchange rates.

M&G American Fund

Fund manager: Aled Smith

The Fund’s objective is long term capital growth through investment wholly or mainly in securities of North American (including Canadian) issuers. When not wholly invested as above, it may only invest in companies which are listed, registered or trading within North America.

Fund manager Aled Smith aims to select the best investments out of the North American universe of companies across all sectors and sizes. His intention is to deliver long-term outperformance of the S&P 500 Index from individual stock selection whilst maintaining a risk profile comparable to the index.

View the latest quarterly fund report or contact us to find out more.

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