M&G Feeder of Property Portfolio Sterling I AccRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | -8.5 | 5.9 | -11.1 | -1.7 | -9.9 |
![]() | +/-Cat | -5.5 | -4.6 | -1.8 | 1.5 | -10.1 |
![]() | +/-B’mrk | - | - | - | - | - |
Category: Property - Direct UK | ||||||
Category Benchmark: - |
Key Stats | ||
NAV 14/08/2024 | GBX 1008.49 | |
Day Change | 0.01% | |
Morningstar Category™ | Property - Direct UK | |
IA (formerly IMA) Sector | UK Direct Property | |
ISIN | GB00B7SX7S61 | |
Fund Size (Mil) 31/12/2020 | GBP 1354.86 | |
Share Class Size (Mil) 14/08/2024 | GBP 238.44 | |
Max Initial Charge | - | |
Ongoing Charge 12/02/2024 | 0.75% |
Investment Objective: M&G Feeder of Property Portfolio Sterling I Acc |
The Trust aims to provide a higher total return (capital growth plus income), net of the Ongoing Charge Figure and Property Expense Ratio, than the average return of the IA UK Direct Property Sector over any five-year period solely through investment in M&G Property Portfolio. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Justin Upton 01/04/2018 | ||
Inception Date 18/01/2013 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
IA UK Direct Property | - |
Target Market | ||||||||||||||||||||
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Portfolio Profile for M&G Feeder of Property Portfolio Sterling I Acc | 30/09/2023 |
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