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  • Investor type

    M&G Recovery Fund

    Latest Price

    -

    Who Should Invest

    This fund is closed to new investors. It caters for investors with a high risk tolerance and long-term investment time frame looking for capital growth.

    Risk Profile

    High Risk

    Investment Objective

    This fund aims to maximise long-term capital and income growth by investing in out-of-favour UK-listed companies with good prospects for recovery. Its comparative index is the FTSE All Share Index and is comparative sector is the IMA UK All Companies sector.

    • Offshore
    • High Risk
    • Long-Term Growth

    Details

    Classification

    OEIC, incorporated in the UK

    Benchmark

    FTSE All–Share Index

    Inception Date

    23 May 1969

    Prices

    Date Unit Price

    Fees

    Entry Charge

    No initial fees are charged

    Ongoing Charge

    Investor Class (A)1.66%

    Payment Dates

    February and August

    Ex-dividend Dates

    January and July

    • Fund Return

    • Benchmark Return

    • Outperformance

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    Fund Management Approach

    The fund managers invest in companies that are out of favour with the stockmarket and where they believe a good management team is making concerted efforts to turn the business around. Developing a constructive dialogue with company management is a fundamental part of the investment process, and shares are typically held five years or longer.

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