LSE - Delayed Quote GBp

M&G Investment Funds (1) - M&G European Select Fund Sterling X Acc (0P00000JB4.L)

3,667.03 +14.76 (+0.40%)
At close: December 9 at 8:00 PM GMT

Performance Overview

Morningstar Return Rating 2
YTD Return --
5y Average Return --
Number of Years Up 14
Number of Years Down 5
Best 1Y Total Return 21.10%
Worst 1Y Total Return -28.79%
Best 3Y Total Return 21.10%
Worst 3Y Total Return -5.70%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00000JB4.L
Category
YTD
15.09%
5.99%
1-Month
-2.99%
3.93%
3-Month
3.00%
5.99%
1-Year
14.11%
14.77%
3-Year
10.08%
7.74%
5-Year
8.77%
12.19%
10-Year
9.22%
4.04%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P00000JB4.L
Category
2021
--
--
2020
1.89%
--
2019
18.27%
--
2018
-15.77%
--
2017
19.42%
--
2016
15.31%
--
2015
9.18%
15.10%
2014
-2.09%
6.15%

2013
21.10%
23.65%
2012
17.95%
22.34%
2011
-13.05%
-12.92%
2010
2.01%
11.76%
2009
15.44%
29.71%
2008
-28.79%
-41.89%
2007
16.73%
2.83%
2006
18.52%
20.87%
2005
22.52%
28.28%
2004
15.10%
12.52%
2003
28.54%
17.09%
2002
-33.04%
-30.76%
2001
-21.21%
-18.82%
2000
0.06%
1.20%
1999
21.84%
44.29%
1998
29.00%
22.27%
1997
24.53%
40.37%
1996
13.54%
32.62%
1995
15.48%
8.30%
1994
0.55%
-6.05%
1993
42.77%
42.03%
1992
14.59%
-2.07%
1991
5.71%
6.11%
1990
-17.08%
-15.68%
1989
55.22%
31.83%
1988
18.55%
33.29%
1987
-18.26%
-22.18%
1986
62.58%
27.38%
1985
51.00%
50.79%
1984
23.05%
12.59%
1983
28.14%
37.97%
1982
14.69%
3.51%
1981
-1.46%
-5.41%
1980
14.85%
36.69%
1979
18.26%
16.94%
1978
9.14%
-0.95%
1977
9.73%
8.28%
1976
-6.99%
-30.61%
1975
35.24%
23.54%
1974
-28.63%
-35.01%
1973
2.09%
-14.61%
1972
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2021 6.22% 3.20% -- --
2020 -20.86% 18.88% -0.59% 8.93%
2019 7.86% 8.28% -1.77% 3.09%
2018 -4.91% 4.74% -0.44% -15.05%
2017 4.96% 7.65% 3.65% 1.97%
2016 -0.10% 2.42% 8.18% 4.18%
2015 12.24% -3.71% -4.68% 5.99%
2014 2.22% -1.02% -3.57% 0.35%
2013 11.72% 0.07% 3.83% 4.32%
2012 11.36% -8.61% 6.73% 8.58%

2011 4.39% 3.29% -22.39% 3.91%
2010 4.18% -18.44% 12.04% 7.15%
2009 -12.35% 6.00% 25.85% -1.27%
2008 -11.96% -2.15% -14.72% -3.07%
2007 6.63% 6.83% 0.02% 2.45%
2006 12.63% -5.80% 4.88% 6.51%
2005 1.27% 3.27% 10.44% 6.08%
2004 -1.51% 4.66% 1.36% 10.17%
2003 -8.22% 19.78% 3.86% 12.58%
2002 1.69% -14.05% -29.59% 8.80%
2001 -13.67% -0.18% -20.51% 15.01%
2000 6.60% 4.17% -6.48% -3.66%
1999 -3.13% 4.59% -5.06% 26.66%
1998 21.45% 8.93% -20.38% 22.48%
1997 13.28% 5.35% 7.21% -2.67%
1996 14.51% 3.00% -0.92% -2.84%
1995 -1.74% 12.95% 1.77% 2.24%
1994 7.27% -5.11% 1.16% -2.35%
1993 10.83% 0.96% 15.11% 10.85%
1992 8.65% -1.33% 1.90% 4.89%
1991 9.11% 3.23% -0.20% -5.97%
1990 2.38% 3.00% -22.27% 1.17%
1989 11.32% 17.02% 9.37% 8.95%
1988 7.36% 6.51% 1.42% 2.22%
1987 4.19% 2.76% 13.40% -32.68%
1986 19.50% 4.72% 22.65% 5.92%
1985 5.20% 3.91% 11.59% 23.79%
1984 12.51% -3.22% 7.23% 5.39%
1983 24.04% -3.91% 2.24% 5.15%
1982 -0.75% -3.93% 2.08% 17.84%
1981 -1.32% -0.74% 0.30% 0.30%
1980 -4.66% 14.10% 9.91% -3.94%
1979 2.53% 0.18% 16.67% -1.31%
1978 -0.42% 4.70% 11.81% -6.38%
1977 0.91% 4.62% 4.59% -0.63%
1976 7.20% -6.32% -7.17% -0.23%
1975 11.46% 7.46% -0.48% 13.46%
1974 5.73% -17.02% -17.72% -1.13%
1973 9.81% 7.03% -4.62% -8.94%
1972 0.21% -- -- --

Rank in Category (By Total Return)

YTD 57
1-Month 95
3-Month 96
1-Year 80
3-Year 89
5-Year 88

Load Adjusted Returns

1-Year 18.71%
3-Year 3.77%
5-Year 8.41%
10-Year 6.55%

Performance & Risk

YTD Return --
5y Average Return --
Rank in Category (ytd) 57
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.14
Morningstar Risk Rating

Fund Overview

Category Europe ex-UK Large-Cap Equity
Fund Family M&G Securities Ltd
Net Assets 140.45M
YTD Return 15.09%
Yield 1.05%
Morningstar Rating
Inception Date Oct 01, 2002

Fund Summary

The Fund aims to provide a higher total return (the combination of capital growth and income), net of the Ongoing Charge Figure, than that of the FTSE World Europe ex UK Index over any five-year period. At least 80% of the Fund is invested directly in equity securities and equity-related securities of companies across any sectors and market capitalisations that are incorporated, domiciled, listed or do most of their business in Europe (excluding the United Kingdom).

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