M&G Equities Investment Fund for Charities (Charifund) Sterling Inc header image

M&G Equities Investment Fund for Charities (Charifund) Sterling Inc

Fund

ISIN GB0005494629 / Valor 395182

NAV (2026-08-12)
GBP 19.06+0.12%

M&G Equities Investment Fund for Charities (Charifund) Sterling Inc
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M&G Equity Investment Fund for Chairs primarily invests at least 70% of its portfolio in a diverse selection of UK-based companies across all sectors and sizes, targeting high-yielding and undervalued stocks with strong potential for long-term dividend growth. The fund also includes investments in non-UK shares, other M&G-managed funds, and readily accessible cash assets, while excluding companies involved in tobacco production. Its strategy focuses on building a balanced and growth-oriented equity portfolio aimed at delivering higher annual yields than the FTSE All-Share Index and capital growth that outpaces inflation over ten-year periods.

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uk equities ftse all-share index dividend growth uk retail prices index

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OTHER SHARE CLASSES OF THIS FUND

M&G Equities Investment Fund for Charities (Charifund) Sterling Acc
M&G Equities Investment Fund for Charities (Charifund) Sterling Acc M&G Equities Investment Fund for Charities (Charifund) Sterling Acc Valor: 396131
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Annual Return

-50%0%+50%

Risk level

110
0.12%GBP 465.49