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See M&G Global Leaders fund as a pension fund
See underlying M&G Global Leaders fund

OMW M&G Global Leaders

1 FE Trustnet

Underlying Fund

FE Crown Rating ( Underlying )

Fund Objective ( Underlying )

The fund aims to maximise long-term total return (the combination of income and growth of capital) by investing globally in shares of companies that have a clear and distinct investment strategy. The fund manager selects stocks from across the world, identifying those undergoing positive internal change leading to improvements in return on capital, 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 Manager ( Underlying )

Aled Smith




Primary Asset Class

Fund Size

GBP 0.43m as at 30-Oct-2015

Downloads ( Underlying )

Unit Name

OMW M&G Global Leaders





Initial Charge


Unit Currency




Annual Charge



GBX 116.60


GBX 122.70

Change (Offer)

0.80 (0.69%)

Unit LaunchDate


Performance Overview

Performance Charts

Cumulative Performance

  YTD 3m 6m 1y 3y 5y
Fund 3.19 9.90 -2.91 2.28 28.84 27.85
Sector 2.77 6.48 -3.39 2.28 31.93 37.61

Discrete Performance (%)

  2014 2013 2012 2011 2010
Fund 1.71 20.76 8.49 -12.49 12.94
Sector 6.42 18.47 10.07 -8.89 14.48

Asset Allocation ( Underlying )

breakdown chart
  Asset Class % of Fund
US Equities 50.28
Japanese Equities 16.48
International Equities 9.70
UK Equities 6.10
Italian Equities 4.89
South Korean Equities 3.22
French Equities 3.03
Hong Kong Equities 2.80
Finnish Equities 2.02
Money Market 1.48

Regional Breakdown ( Underlying )

breakdown chart
  Region % of Fund
US 50.28
Japan 16.48
Other 9.70
UK 6.10
Italy 4.89
South Korea 3.22
France 3.03
Hong Kong 2.80
Finland 2.02
Cash and near cash 1.48

Sector Breakdown ( Underlying )

breakdown chart
  Sector % of Fund
Information technology 26.93
Consumer discretionary 17.56
Financials 15.54
Healthcare 14.75
Industrials 10.15
Materials 5.38
Energy 4.37
Consumer staples 3.84
Cash and near cash 1.48

All prices in Pence Sterling (GBX) unless otherwise specified. Price performance figures are calculated on a bid price to bid price basis with net income (dividends) reinvested. Performance figures are shown in Sterling.

Data provided by FE. Care has been taken to ensure that the information is correct, but FE neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.