TAPA

Global Dividend Fund (M&G)

The Global Dividend Fund (M&G) is a unit-linked fund that gives you the opportunity to participate in the performance of companies with higher dividend yields than the global average and with the potential to grow their dividends over time. To achieve this, it invests in the M&G Global Dividend Fund.

Main features

  • A unit-linked fund giving you the opportunity to participate in the performance of companies with higher dividend yields than the global average.
  • Managed by M&G.
  • Risk rating: 6

Who should invest in the fund?

  • Suitable for investors who are comfortable with medium to high levels of risk.
  • Appeals to investors with a medium to long-term investment horizon.

Find out if this fund is available for your product choice (PDF - 278 KB)

How it works

The fund's investment strategy is to identify companies that understand capital discipline, have the potential to increase dividends consistently, are undervalued by the stock market and can outperform in all market conditions.

As this fund invests most of its assets outside the eurozone, a currency risk arises for a euro investor. This fund is managed by M&G.

Asset Split**

Annualised Performance (%)*

*Notes: Annual management charges (AMC) apply. The fund performance shown is before the full AMC is applied on your policy.

Returns are based on offer/offer performance and do not represent the return achieved by individual policies linked to the fund.

The fund price/performance shown is for the Pension / Gross of Tax Funds category.

*Source: Zurich Life

**Note: Asset Splits are updated monthly.

Why M&G?

M&G Investments is a leading international asset manager, known for its long-term and conviction-led approach to investing. Established in 1931, M&G is an active manager of investments for individual and institutional clients. More than 80 years on, M&G is one of the leading global investment houses in Europe with funds under management in excess of £248 billion* across retail and institutional mandates.

*Source: M&G, March 2014.

M&G Securities Limited is authorised and regulated by the Financial Conduct Authority.

Warning: Past performance is not a reliable guide to future performance.
Warning: Benefits may be affected by changes in currency exchange rates.
Warning: The value of your investment may go down as well as up.
Warning: If you invest in these funds you may lose some or all of the money you invest.

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