17th April 2012

M&G Global Basics Fund from fund manager Graham French

Click here for an in-depth review of the M&G Global Basics Fund from fund manager Graham French.  This update includes a review of performance, positioning and outlook for the fund. The key points include:

  • Graham and the team have consistently applied the same philosophy and investment process since the fund's inception - an unconstrained, long-only, bottom-up equity proposition, with 40-60 high conviction names exposed to basic industries
  • Engaging with company management has been, and continues to be, a key part of the investment process
  • Steps taken at the beginning of 2011, which involved reducing the cyclicality of the fund, significantly lowered the downside.
  • Long-term performance remains strong.
  • Cautiously optimistic for the year ahead; interest rates are still low and there are tentative signs of recovery and growing confidence in equities.

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