M&G Global Basics Fund
Graham French
Fund Manager: Graham French
Funds Managed: M&G Global Basics Fund
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.
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.
Graham French joined M&G in 1989 as a graduate from Durham University where he studied geography. His fund management responsibilities include managing the M&G Global Basics Fund and the M&G Managed Growth Fund and co-managing the Vanguard Precious Metals & Mining Fund.
For more information on this fund please contact us.
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