M&G Global Growth Fund
Greg Aldridge
Fund Manager: Greg Aldridge
Funds Managed: M&G Global Growth Fund
The Fund aims to maximise long term total return (the combination of capital growth and income) by investing mainly in a wide range of global equities.
The Fund will invest globally (including the UK) in the equities of companies across a wide range of geographies, sectors and market capitalisations. Income is of secondary importance to capital growth when investments are selected.
The M&G Global Growth Fund is a mainstream global equity fund invested in a concentrated portfolio of high conviction positions. The core fund proposition is one of bottom-up stockpicking, focused on quality companies with scarce assets that are under-appreciated by the market but which we believe will generate sustainable high returns, plus growth, over the long term. The scarce assets that drive the fund manager’s stockpicking process range from the traditional and usually tangible, such as mines and factories, to the less traditional and often intangible, such as brands, commercial expertise and organisational culture. In the fund manager’s opinion, these scarce assets mark out the identified companies as special and should equip them to sustain and often grow returns and reinvest profitably in their businesses, creating value and increasing shareholder wealth in the process.
Greg Aldridge joined M&G in 2004 as an analyst covering basic industries stocks. He was appointed fund manager of the M&G Global Growth Fund in May 2007. He is also co-manager of the Vanguard International Growth Fund. Greg joined M&G from McKinsey where he spent three years working with industrial and consumer goods clients on strategy and organisational issues. Prior to this, he spent four years in the investment banking division of Deutsche Morgan Grenfell specialising in the utilities sector. Greg holds an MA in economics from Cambridge University and an MBA from INSEAD.
For more information on this fund please contact us.
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