M&G Smaller Companies
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| M&G SMALLER COMPANIES |
| INITIAL CHARGE |
DISCOUNT |
REDUCED INITIAL CHARGE |
| 4.00% |
4.00% |
0.00% |
| OUR VIEW: |
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This fund has a fantastic pedigree going back to 1967, and the manager Simon Bailey has built up a decent track record since then. Even in 2007, a very tough year for smaller companies, he managed to protect the fund from the worst falls encountered by the smaller company index. This will be a tough year for smaller companies, but when they begin to recover, this fund should re-establish its outperformance.
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RISK AND YOUR PORTFOLIO:
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This is a higher risk fund, and the fund and the sector will be under pressure for some time.
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| ABOUT THE FUND: |
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To achieve capital growth by investing in smaller companies, where good management can have most impact on earnings.
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| FUND FACTS: |
| LAUNCHED |
FUND SIZE |
ANNUAL CHARGE |
FUND MANAGER |
| 13/9/1967 |
£86.3 million |
1.50% |
Simon Bailey |
| FUND PERFORMANCE: To 31st March 2009 |
| 0-12m |
12-24m |
24-36m |
36-48m |
48-60m |
| -39.65% |
-11.79% |
+20.40% |
+38.17% |
+20.05% |