Quick Stats

Bid Price - Offer Price -
Mid Price USD 12.35 Day Change USD +0.01 (0.23%)
Price Date 22 Sep 2017 Crown Rating 1
Shares Class Inc. Yield 2.16 %
Total Expense Ratio 0.72 Fund Size 57,690,000.00
Launch Date 05/09/2013 Standard Initial Charge (%) 1.25
Currency USD ISA Eligible No
Annual Management Charge (%) 0.50 Sector IMA UK Equity Income
Min Investment (£) 500,000.00 Total Expense Ratio (%) 0.72
ISIN GB00BBCR3952 Min TopUp (£) 50,000.00

Fund Objective

The Fund aims to maximise total return (the combination of income and growth of capital)

Fund Managers

Ben Lord
Ben Lord joined M&G in 2007 and is the fund manager of the M&G UK Inflation Linked Corporate Bond Fund. Ben has also managed the M&G Global Corporate Bond Fund from launch in September 2013 and was appointed fund manager of the M&G Index Linked Bond Fund in July 2015. Ben previously worked at Gordian Knot as a credit analyst covering global financial institutions. He obtained an MA (Hons) from the University of Edinburgh and is a CFA charterholder.
Wolfgang Bauer
Wolfgang Bauer is deputy fund manager of the M&G Global Corporate Bond Fund and the M&G European Corporate Bond Fund. He has been part of the M&G Retail Fixed Interest team since the beginning of 2014, focusing on US investment grade credit. Wolfgang initially joined M&G in 2012 as part of its Investment Graduate Programme, having gained a PhD in chemistry from the University of Cambridge. Following a series of rotations around the business, he joined the Real Estate Finance team in August 2013 as an analyst before taking up a junior fund manager role within the Retail Fixed Interest team in January 2014. Wolfgang has passed the CFA Level 3 exam.