M&G Recovery Fund Overview and Investment Information

The M&G Recovery Fund is a type of investment fund that aims to provide a regular income to investors. It's designed to be a low-risk option, ideal for those looking for a steady return on their investment.

The fund invests in a mix of bonds and loans to companies, with a focus on recovery situations. This means it targets companies that are undergoing restructuring or are in a state of financial recovery.

The M&G Recovery Fund has a history of delivering stable returns, with a strong track record of performance. It's available to both individual and institutional investors, offering a range of investment options.

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The M&G Recovery Fund has consistently delivered strong performance over the years. The 12-month performance to last quarter end has shown steady growth from 2016 to 2021.

In the 12 months to 30 June, the fund's performance was 2016, 2017, 2018, 2019, 2020, and 2021. The fund's calendar year performance has also been impressive, with notable returns in 2016, 2017, 2018, 2019, 2020, and 2021.

The fund's performance has been a steady upward trend from 2016 to 2021. This is evident in the 12 months to 30 June data, which shows a consistent increase in performance year over year.

The M&G Recovery Fund is a type of investment that's worth understanding.

After all fund charges have been taken, but doesn't include any other product charges, you can expect to receive a certain return on your investment. Please see your product literature for more information on charges.

Assuming all income generated by the investments remains within the fund, you can make informed decisions about your investment strategy.

The value of an investment and any income taken from it is not guaranteed and may go down as well as up.

You could get back less than you invest, so it's essential to be aware of this risk.

Performance data for the M&G Recovery Fund comes from Lipper.

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The M&G Recovery Fund has a track record that's worth taking a closer look at.

The fund's annual returns over the past five years were 27.45% from 10/10/20 to 10/10/21, -15.14% from 10/10/21 to 10/10/22, 9.27% from 10/10/22 to 10/10/23, 12.82% from 10/10/23 to 10/10/24, and 25.53% from 10/10/24 to 10/10/25.

These figures show the fund's performance over different time periods, but it's essential to remember that past performance is not a guide to future returns.

The M&G Recovery Fund is an actively managed investment trust that focuses on investing in undervalued companies with strong potential for long-term growth.

It has a minimum investment requirement of £1,000 and a maximum investment limit of £400,000.

The fund's objective is to provide a long-term total return, primarily through capital growth.

It invests in a range of sectors, including consumer goods, industrials, and financials, with a focus on companies that have been affected by the COVID-19 pandemic.

The fund's portfolio is diversified across around 80-100 stocks.

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M&G's Annual Report revealed some interesting insights into their funds and services. 95% of assets under management qualified as 'satisfactory or above'.

The M&G Recovery Fund made significant improvements in 2024, no longer rated as 'unsatisfactory' after changes to its risk management and portfolio construction. This change allowed for additional flexibility in stock picking.

MyM&G, M&G's online-based service, received a 'must improve' rating due to difficulties in driving changes with its supplier. The issues with the platform were not fully solved, but progress is being monitored.

43.7% of assets were rated as satisfactory or above for investment performance in 2024, less than last year's 46.1%. This indicates a slight decline in performance.

94.7% of overall fund ratings qualified as satisfactory or above, with 5.3% as must improve.

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