Quick Stats

Bid Price - Offer Price -
Mid Price GBX 188.08 Day Change GBX +1.37 (0.73%)
Price Date 17 Nov 2017 Crown Rating 2
Shares Class Inc. Yield 1.50 %
Total Expense Ratio 1.17 Fund Size 526,390,000.00
Launch Date 31/05/1985 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 1.00 Sector IMA UK Equity Income
Min Investment (£) 500.00 Total Expense Ratio (%) 1.17
ISIN GB00B7FQJV57 Min TopUp (£) 100.00

Fund Objective

The fund aims to deliver income and capital growth over the long term (over five years or more) by investing in the shares of a wide range of companies from anywhere in the world. The fund manager selects companies that he believes to be leading in their field, or have the potential to be leading in their field, in terms of improving return on capital through positive change, but where the change is not yet reflected in the share price. Portfolio construction is based on in-depth analysis of companies, and is not influenced by views on countries and industries.

Fund Managers

Aled Smith
Aled Smith joined M&G in December 2000 as a global equity fund manager and is currently managing the M&G Global Leaders Fund. Before joining M&G, Aled worked at JP Morgan Asset Management for eight years, four of these as a specialist senior analyst for the media sector. Prior to joining JP Morgan, he was an actuarial consultant for Coopers & Lybrand from 1989 to 1992. Aled graduated from Lincoln College, Oxford, in 1989 with a BA in mathematics. He is a CFA charterholder.
Gautam Samarth
Gautam Samarth was appointed deputy fund manager of the M&G Global Leaders Fund on 1 April 2016, having been a dedicated analyst on the M&G Leaders team since 2014, when he joined M&G. Prior to this, Gautam worked for five years at Credit Suisse in New York, most recently as a vice president in the HOLT Investment Strategy team. Gautam brings with him experience in thematic and quantitative research, portfolio analytics and a strong understanding of fundamental valuation gained from his time at HOLT. He graduated from Trinity College (Hartford, Connecticut) in 2009 with a BS in economics and a Chinese language minor. Gautam is a CFA charterholder.