Portfolio Fund Detail

Willis Owen Research Commentary

This fund offers investors exposure to dividend paying companies around the globe. The objective is to produce an income in excess of the MSCI AC World index. Stuart Rhodes is an experienced manager, having been in charge of the fund since 2008, and is assisted by a large team of analysts at M&G. The process is driven by fundamental company research and looks to identify businesses which fall into three buckets: quality, assets and rapid growth. Rhodes is sensitive to valuation criteria and will not overpay. The portfolio is a mix of growth companies and economically sensitive cyclicals.

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