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M&G European Strategic Value

Ranked 75 out of 199 in - Europe over 12 months
All calculations are in EUR unless stated

Managed by

Richard Halle

Richard Halle graduated from the University of Natal in South Africa with a Bachelor of Commerce degree. He started his career as a securities analyst at Sedgwick Group and in 1999 he joined M&G as an investment analyst specialising in the insurance sector. Richard joined the European equities team in 2002 and became a fund manager in 2008. He is a Chartered Financial Analyst.

Objective

The Fund aims to maximise long term total return to investors by investing predominantly in undervalued European equities.

Showing fund performance in Netherlands View performance globally

Performance

Europe over : 30/09/2017 - 30/09/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -3.9% 3.8% 0.5%
2017 10.7% 5.0% 2.0% 1.4% 2.0%
2016 3.6% -7.0% -3.0% 4.9% 9.4%
2015 10.1% 16.5% -1.4% -9.8% 6.2%
2014 6.8% 2.9% 3.5% 0.5% -0.3%
2013 26.1% 6.0% 0.5% 10.4% 7.3%
2012 14.0% 6.4% -4.5% 8.9% 2.9%
2011 -8.1% 2.0% 0.3% -15.8% 6.8%
2010 8.3% 5.0% -7.9% 7.9% 3.9%
2009 31.7% -9.2% 19.8% 18.5% 2.2%
2008 -2.2% -11.1% -17.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Denmark
  4. Finland
  5. France
  6. Germany
  7. Ireland
  8. Italy
  9. Luxembourg
  10. Netherlands
  11. Norway
  12. Portugal
  13. Singapore
  14. Spain
  15. Sweden
  16. Switzerland

Fund Info

  • Launch date01/02/2008
  • Base currencyEUR
  • ISIN GB00B28XT522

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment75

Charges

  • Annual management1.50%
  • Initial investment4.00%

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).