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Skandia M&G Global Leaders

FE Crown Rating

Fund Objective

The Skandia M&G Global Leaders Fund invests solely in the M&G Global Leaders Fund, a sub-fund of M&G Investment Funds (1), a UK authorised open-ended investment company with variable capital, managed by M&G Securities Limited. The aim of the underlying fund is to maximise long term total return (the combination of income and growth of capital). The underlying fund invests in a wide range of global equities issued by companies that the fund manager considers to be, or have the potential to be, leading in their field in terms of improving shareholder value. Investments in emerging markets tend to be volatile and are usually considered to carry a greater degree of risk than investments in established markets. This relates to dealing, settlement and custody practices, the possibility of political or economic instability, and developing legal, fiscal and regulatory structures. The underlying fund may be denominated in or hold assets in a currency other than Sterling. The performance of the fund may therefore rise and fall as a result of exchange rate fluctuations. It should be noted that the performance of the Skandia fund will not match that of the underlying investment due to Skandia fund charges, appropriate taxation adjustments and the Skandia investment process.

Fund Manager

Aled Smith

Fund Manager




Primary Asset Class

Fund Size

GBX 0.51m as at 31-Jul-2014

Unit Name

Skandia M&G Global Leaders





Initial Charge


Unit Currency




Annual Charge



GBX 111.70


GBX 117.50

Change (Offer)

-0.60 (-0.53%)

Unit LaunchDate


Performance Overview

Performance Charts

Cumulative Performance

  YTD 3m 6m 1y 3y 5y
Fund 0.54 0.72 1.09 4.39 39.80 43.39
Sector 3.58 1.95 3.59 8.68 40.94 53.69
Benchmark 3.58 1.95 3.59 8.68 40.94 53.69

Discrete Performance (%)

  2013 2012 2011 2010 2009
Fund 20.76 8.49 -12.49 12.94 29.41
Sector 18.47 10.07 -8.89 14.48 22.59
Benchmark 18.47 10.07 -8.89 14.48 22.59

Asset Allocation

breakdown chart
  Asset Class % of Fund
US Equities 46.71
Japanese Equities 14.53
International Equities 11.86
UK Equities 9.05
Italian Equities 4.51
Hong Kong Equities 4.27
Swiss Equities 2.68
French Equities 2.65
Belgian Equities 2.20
Money Market 1.54

Regional Breakdown

breakdown chart
  Region % of Fund
USA 46.71
Japan 14.53
Others 11.86
UK 9.05
Italy 4.51
Hong Kong 4.27
Switzerland 2.68
France 2.65
Belgium 2.20
Money Market 1.54

Sector Breakdown

breakdown chart
  Sector % of Fund
Financials 19.52
Information Technology 17.16
Consumer Discretionary 16.32
Industrials 15.32
Health Care 11.36
Consumer Staples 6.44
Energy 6.18
Materials 4.79
Cash & Cash Equivalents 1.54
Telecommunications 1.37

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.

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