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Fund objective & policy

The Fund is a global equity fund which invests wholly or mainly in companies operating in basic industries (‘primary’ and ‘secondary’ industries) and also in companies that service these industries. The Fund may also invest in other global equities. The sole aim of the Fund is long term capital growth.

Investment Approach

The M&G Global Basics Fund is a global equity fund that invests in companies considered to be the 'building blocks' of the world's economy. The fund manager seeks to take advantage of global structural themes, such as rising incomes in developing economies, through positions in both 'primary' industries (companies involved in the extraction of raw materials) and 'secondary' industries (companies involved in the conversion of materials into products and services for businesses or consumers). The fund has a bias towards 'asset-rich' companies and those that the fund manager believes can grow independently of the economic environment. He seeks to identify those businesses that have a strong competitive advantage and a sustainable market share, a proven business model, financial strength and low valuations.

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JosTM schreef op 22 november 2011 22:38:

Ja, het is inderdaad behoorlijk op grondstoffen/energie gericht. Maar dat lijkt meer te zijn gebaseerd op de huidige marktsituatie dan dat het een vaststaand gegeven is.

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JosTM schreef op 27 november 2011 02:07:

Bedankt voor alle aanvullingen.

Het fonds is gericht op meerdere sectoren (vlgs Morningstar sectorverdeling):
Grondstoffen 46%
Defensieve consumptiegoederen 15%
Industrie 14%
Energie 14%
maar ook Gezondheidszorg en Financiele Dienstverlening...

Inderdaad moeilijk te vergelijken met andere fondsen.