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M&G Global Target Return Class I - Accumulation (GBP)

Sell:129.72p Buy:129.72p Change: 0.1p (0.08%)
Prices as at 22 November 2024
Sell:129.72p
Buy:129.72p
Change: 0.1p (0.08%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now
Prices as at 22 November 2024
Sell:129.72p
Buy:129.72p
Change: 0.1p (0.08%)
Prices as at 22 November 2024
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »

Our view on the sector

Funds in this sector generally try to make a positive return in any market condition. But they go about it in different ways. Some focus on one type of asset, such as shares or bonds, while others invest in a variety of different assets. Some stick to one geographical area, like the UK or Europe, while others invest globally. Some also take 'short' positions, which can allow the fund to benefit from falling prices. It can be difficult to compare funds in this sector because they're so different, so each one should be considered on its own merits. Some have been more volatile than others, some have sheltered investors' money well but not done as well when markets have risen, while others have performed poorly. Like any investment, there's still a degree of risk and they're not guaranteed to make money.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

22/11/19 to 22/11/20 22/11/20 to 22/11/21 22/11/21 to 22/11/22 22/11/22 to 22/11/23 22/11/23 to 22/11/24
Annual return 4.80% 2.40% 4.69% 5.96% 5.58%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Information about the fund

Fund manager biography

manager photo
Manager Name: Tristan Hanson
Manager start date: 13 December 2016
Manager located in: .

Tristan Hanson was appointed fund manager of the M&G Global Target Return Fund upon its launch in December 2016. Tristan has over 15 years of experience in asset management and joined M&G in April 2016 from Ashburton Investments, where he started in 2008 and was appointed Head of Asset Allocation with responsibility for global multi-asset funds in 2010. Prior to this, Tristan worked as a Strategist at JP Morgan Cazenove from 1999 to 2006, covering equities, fixed income and currencies. Tristan holds a Master in Public Administration in International Development from Harvard University's Kennedy School of Government and a BA (Hons) in Economics from Durham University. He is a Chartered Fellow of the CISI.

Manager Name: Craig Simpson
Manager start date: 13 December 2016
Manager located in: TBC

Craig Simpson was appointed co-manager of the M&G Episode Growth Fund in December 2019, and co-deputy fund manager of the M&G Global Target Return Fund from launch in December 2016. In February 2015, he was appointed Head of Portfolio Management for the Multi Asset team. Craig joined M&G in 2004 as a portfolio manager and has more than 15 years' experience in the investment industry. Prior to joining M&G, Craig was a trainee fund manager at Equitable Life Assurance and an analyst at Pictet Asset Management. He graduated from the University of Aberdeen with a degree in land economics.

manager photo
Manager Name: Aaron Powell
Manager start date: 1 October 2024
Manager located in: TBC

Aaron is a deputy fund manager at M&G. Aaron joined M&G in 2013 as a graduate and is a member of the Multi Asset team, with over 10 years' experience in the investment industry. In December 2018, he was appointed as a portfolio manager for the income and sustainable strategies and in 2022 was appointed portfolio manager for the Episode Macro strategies. In 2023, he was appointed deputy fund manager for the suite of M&G South Africa multi-asset funds. He graduated from the University of Leeds with a degree in Chinese and Economics.

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now