MoneyAM Fund Centre

Quick Stats

Fund Objective

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 S&P 500 Index over any five-year period.

Fund Managers

Richard Halle

Richard Halle joined M&G in 1999 as a sector analyst focusing on insurance. Since 2002, he has been managing various institutional and wholesale funds focusing on European and North American value strategy, domiciled in London and Luxembourg. Before joining M&G, Richard worked as a security analyst for the Sedgwick Group. He graduated from the University of Natal in South Africa with a bachelor of commerce and is a CFA charterholder.

Daniel White

Daniel White has been fund manager of the M&G (Lux) North American Value Fund since launch, and became co-fund manager of the M&G (Lux) Global Recovery Fund in July 2019. On the same date, Daniel became deputy fund manager of the M&G (Lux) Pan European Dividend Fund. He has been deputy fund manager of the M&G (Lux) European Strategic Value Fund since launch. Daniel initially joined M&G in 2005 as a sector analyst and has worked closely with Richard Halle since 2008. Daniel previously worked at Deloitte & Touche as an accountant after graduating from the University of Southampton with a BSc in oceanography in 2001. He qualified as a chartered accountant in 2005 and is a CFA charterholder.