MoneyAM Fund Centre

Quick Stats

Fund Objective

The Fund has two 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 and • To provide an income stream that increases every year in USD terms.

Fund Managers

Stuart Rhodes

Stuart Rhodes joined M&G in 2004 as a global equity analyst after graduating from Bath University with a degree in business administration. Stuart has been the manager of the M&G Global Dividend strategy since it was launched in July 2008. In April 2015 he was appointed deputy manager of the M&G North American Dividend strategy and in January 2019 of the M&G Global Themes strategy. Stuart is a CFA charterholder.

John Weavers

John Weavers joined M&G as a graduate in 2007 and worked as an analyst in the Equity Research team before joining the Income team in January 2012. He is manager and deputy manager of various equity income strategies. John graduated from Oxford University with an honours degree in Politics, Philosophy and Economics and is a CFA charterholder.