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M&G Global Strategic Value I Acc

Citicode
0QRM
Launch Date
17-02-2012
Fund Size
£648,720,000
Yield
2.04%
Ongoing Charge
0.90%
Fund Managers
Daniel White
Richard Halle
Shane Kelly
Benchmark: MSCI AC World
Investment
M&G Global Strategic Value I Acc
3 months
6 months
1 Year
3 years
5 years

Fund Objective

The Fund aims to provide a higher total return (the combination of capital growth and income), net of the Ongoing Charge Figure, than that of the MSCI ACWI Index over any five-year period.

Top 10 Holdings

Asset Class

Fund Manager

Daniel White

Start Date

01-05-2021

Bio

Daniel White joined M&G in 2005 as a sector analyst and has worked on various value strategies since 2008. Before joining M&G, Daniel worked at Deloitte & Touche as an accountant after graduating from the University of Southampton with a BSc in oceanography in 2001. He qualified as a chartered accountant in 2005 and is a CFA charterholder. He is manager and deputy manager for a range of American and European value strategies domiciled in London and Luxembourg.

Fund Manager

Richard Halle

Start Date

05-07-2019

Bio

Richard Halle joined M&G in 1999 as a sector analyst focusing on insurance. Since 2002, he has been managing various institutional and wholesale funds focusing on European and North American value strategy, domiciled in London and Luxembourg. Before joining M&G, Richard worked as a security analyst for the Sedgwick Group. He graduated from the University of Natal in South Africa with a bachelor of commerce and is a CFA charterholder.

Fund Manager

Shane Kelly

Start Date

01-05-2021

Bio

Shane Kelly was appointed co-fund manager of the M&G Global Recovery Fund in July 2019, and fund manager of the M&G Japan Fund and the M&G Japan Smaller Companies Fund in September 2019. Shane joined M&G in December 2017, having previously worked at Alphinity Investment Management (Sydney, Australia) as a research analyst responsible for coverage of the construction materials and healthcare sectors, as well as all quantitative research. Prior to joining Alphinity, Shane worked for Alliance Bernstein (Sydney, Australia) between 2007 and 2010 as a risk manager and a quantitative analyst. Shane previously worked at M&G between 1999-2007, when he was a member of the portfolio construction and risk team, and prior to that head of the equities performance team. He has a Bachelor of Commerce and Administration from Victoria University of Wellington and a Masters of Applied Finance and Investment from the Securities Institute of Australia.

Data source:

All financial data is supplied by FE

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