M&G Global Dividend Fund moves to IA Global Equity Income sector

6 min read 17 Jun 22

Please find below a fund update about the M&G Global Dividend Fund explaining the move of the fund from the IA Global sector to the IA Global Equity Income sector with effect from 1 June 2022.

Key points
  • The re-classification of the fund was prompted by conversations with clients and reflects changes to the sector since it was introduced in 2011.
  • Over the five years to the end of May 2022, the fund has outperformed its benchmark index and the sector on an annualised basis.
  • The fund has also delivered on its income objectives over the long term.

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.

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