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Equities

Turning uncertainty into opportunities

5 min watch 26 Jun 25

By John Weavers

Fund Update: M&G (Lux) North American Dividend Fund

For professional investors only.

In an environment shaped by trade tensions, abrupt movements in currency markets that shift with the headlines, and structural transformations in key sectors, active asset management becomes more relevant than ever. 

In this video, John Weavers, manager of the M&G (Lux) North American Dividend Fund, shares his perspective on how to navigate these challenges, which sectors present potential opportunities, and how the portfolio is currently positioned to enhance long-term value. 

By John Weavers

The value and income from the fund's assets will go down as well as up. This will cause the value of your investment to fall as well as rise. There is no guarantee that the fund will achieve its objective and you may get back less than you originally invested. Past performance is not a guide to future performance. The views expressed in this video should not be taken as a recommendation, advice or forecast. 

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The value of the fund's assets will go down as well as up. This will cause the value of your investment to fall as well as rise and you may get back less than you originally invested.

This website is for Investment Professionals only. Not for onward distribution to any other type of client. No other persons should rely on the information contained on this website. The information and materials found on this website are for informational purposes only and this website is not a solicitation to buy nor an offer to sell securities or an offering of securities to any person in any state or other jurisdiction in the United States. Shares in M&G Funds have not been and will not be registered under the United States Securities Act of 1933, as amended, or registered or qualified under the securities laws of any state of the United States and may not be offered, sold, transferred or delivered, directly or indirectly, to any investors within the United States or to, or for the account of, US Persons, except in certain limited circumstances pursuant to a transaction exempt from such registration or qualification requirements. The Funds will not be registered under the United States Investment Company Act of 1940, as amended. Any offer to sell or purchase of any interest in an M&G Fund must be made pursuant to local laws of the relevant jurisdiction in which such interests are offered. M&G Funds are not registered for distribution in Canada. M&G cannot accept any subscriptions into its Funds from investors resident in Canada.