M&G North American Dividend Fund: The reopening theme – navigating uncertainty

10 min read 22 Jun 22

Please find a recent note from John Weavers on the M&G North American Dividend Fund around the reopening theme.

Key takeaways

  • We believe the reopening theme is very much intact, and structural growth is available at valuations not seen in years
  • The fund provided downside protection in a falling market and outperformed the S&P 500 Index year to date
  • Despite the uncertainties facing the global economy, dividends from the fund’s holdings continue on a positive footing

To read the full note please click here.

By John Weavers

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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