M&G (Lux) North American Value Fund - North American equities: Winds of change?


The value style continued to struggle in 2018, despite the previous headwinds from ‘bond proxies’ and tech stocks abating. We currently see value opportunities right across the US market – in most sectors the fund’s holdings are cheaper than those in the S&P 500. With cheap valuations and robust fundamentals, we think the fund is in a good position to withstand further turbulence and participate in any potential recovery in value stocks. 

Viewing this website in Switzerland is not permissible with the exception of the distribution to qualified investors according to the Swiss Collective Investment Schemes Act, the Swiss Collective Investment Schemes Ordinance and the respective Circular issued by the Swiss supervisory authority ("Qualified Investors"). Supplied for the use by the initial recipient (provided it is a Qualified Investor) only, not for onward distribution to any other person or entity.

The value of the fund's assets will go down as well as up. This will cause the value of your investment to fall as well as rise and you may get back less than you originally invested.