RLP/M&G Global Basics fund changes
M&G Investments are making changes to the RLP/M&G Global Basics fund. The change to the fund will take effect on 17th November 2017.
We have issued letters to all our customers invested in the fund detailing the change and what this means for their investment.
- The fund name will change to the RLP/M&G Global Themes fund.
- The investment policy will change to allow the fund to invest at least 80% in global equities with no restriction on sector, size or geography.
- The benchmark will change to MSCI All Country World Index.
Why are M&G Investments making this change
This change will allow the fund managers to take full advantage of a wide range of themes developing in an ever evolving global economy.
You should be mindful that the value of your investment can go down as well as up, which may mean you could get back less than the amount invested.