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M&G Recovery

Ranked 253 out of 275 in - UK (All Companies) over 12 months
All calculations are in GBX
Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

UK (All Companies) over : 30/06/2013 - 30/06/2014
  • Rank 253/275 Total Return
  • Rank 33/275 Standard Deviation
  • Rank 209/275 Max Drawdown

Total Return

Quarterly Performance

to 30/06/2014 Annual Q1 Q2 Q3 Q4
2014 -1.7% 0.7% -2.4%
2013 14.3% 5.8% -1.2% 4.7% 4.4%
2012 8.9% 9.5% -6.0% 3.5% 2.1%
2011 -6.2% 0.9% 0.4% -13.8% 7.4%
2010 16.6% 4.1% -10.6% 14.2% 9.8%
2009 41.2% -6.1% 17.1% 22.5% 4.7%
2008 -27.4% -7.9% 2.0% -14.7% -9.4%
2007 12.6% 4.7% 8.8% -0.9% -0.3%
2006 20.8% 12.1% -2.0% 2.9% 6.8%
2005 26.8% 7.9% 2.1% 11.8% 3.0%
2004 13.8% 3.8% 1.4% 1.8% 6.1%
2003 28.3% -9.4% 21.7% 7.7% 8.1%
2002 -17.4% 7.2% -9.3% -16.4% 1.6%
2001 -10.4% -4.7% 5.4% -17.9% 8.7%
2000 -1.9% -5.2% 3.2% -0.5% 0.7%
1999 22.8% 9.8% 9.0% -6.3% 9.6%
1998 1.5% 17.3% -3.3% -17.7% 8.9%
1997 18.5% 2.0% 2.2% 15.2% -1.2%
1996 11.3% 7.3% 0.1% 2.3% 1.2%
1995 1.0% -0.4% 1.5%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

Top 10 Holdings

Stock Size
BP PLC ORD 5.91
GlaxoSmithKline PLC ORD 5.45
HSBC Holdings PLC ORD 5.23
Royal Dutch Shell Plc B ORD 4.64
GBP Cash 4.14
Unilever PLC ORD 3.48
Prudential PLC ORD 3.06
Tullow Oil PLC ORD 2.87
easyJet plc ORD 2.66
First Quantum Minerals Ltd ORD 2.13

Registered For Sale In

  1. France
  2. Germany
  3. Luxembourg
  4. South Africa
  5. Switzerland
  6. United Kingdom

Fund Info

  • Launch date23/05/1969
  • Share Class size6,744Mn
  • Base currencyGBP
  • ISIN GB0031289100

Purchase Info

  • Min. initial investment50,000
  • Min. additional investment1,000

Charges

  • Annual management1.5%
  • Initial investment4

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in GBX).

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