M&G’s new European equity fund, launching May 2025, targets UK investors seeking exposure beyond domestic markets. You’ll find manager Richard Halle employing value-oriented strategies to exploit considerable valuation gaps between European and US equities across multiple sectors. The fund focuses on undervalued European companies benefiting from structural reforms, aiming to exceed the FTSE World Europe ex-UK index over five years. This strategic move addresses growing demand for geographic diversification while positioning to capture emerging opportunities.
As European equities continue trading at considerable discounts to their US counterparts, M&G has launched the European ex-UK Fund in May 2025 to capitalize on undervalued opportunities across the continent. You’ll find this fund targets out-of-favor European companies trading below their intrinsic value, offering UK investors access to diverse markets beyond domestic exposure.
Richard Halle manages the new fund, bringing his experience from overseeing M&G’s Global Strategic Value and North American Value portfolios. You can expect the same value-oriented approach that combines quantitative screening with detailed qualitative company assessments for stock selection.
Richard Halle applies his proven value investing expertise from global and North American portfolios to identify undervalued European opportunities.
The fund aims to generate capital growth and income that exceeds the FTSE World Europe ex-UK index over five years. You’ll benefit from M&G’s strategy of exploiting notable valuation gaps between European and US markets, which currently exist across nearly all sectors.
This launch represents part of M&G’s broader expansion following recent introductions of India and China funds. You’re seeing the company address growing investor demand for geographic diversification beyond traditional UK holdings.
The investment strategy focuses on companies benefiting from Europe’s structural reforms and renewed emphasis on fundamental analysis. You’ll find the fund positioned to capture value as investor sentiment toward European markets continues improving despite ongoing economic uncertainties. The current environment offers particularly exciting opportunities for value investing according to the fund manager.
M&G’s research team monitors macroeconomic trends and sector developments closely, informing long-term investment decisions. You can expect rigorous analysis that aligns with the company’s thematic investing philosophy focused on structural market changes. The approach emphasizes understanding market risks and their implications for long-term portfolio performance.
The fund specifically targets UK-based investors seeking European equity exposure without UK market risk. You’ll find it suitable for medium to long-term investment horizons, particularly if you’re interested in value-centric strategies during favorable market conditions.
European equities have historically lagged US markets in valuation, creating potential buying opportunities that this fund seeks to exploit. You’re seeing M&G position itself competitively in the European equity space while addressing the gap for investors wanting broader continental exposure beyond domestic markets.
Frequently Asked Questions
What Is the Minimum Investment Amount Required for This New European Equity Fund?
You’ll need to contact your fund platform or financial advisor to determine the minimum investment amount for M&G’s European ex-UK Fund.
M&G hasn’t publicly disclosed specific minimum requirements for this new equity fund. The company typically offers funds through both institutional and retail channels, with minimums often set by individual platforms and intermediaries rather than M&G directly.
Investment requirements may vary depending on your investor classification and chosen distribution partner.
Which Specific European Countries or Sectors Will the Fund Primarily Target?
You’ll find the fund targeting Western European powerhouses like Germany, France, and Italy due to their economic strength.
It’ll also include select Eastern European countries for their growth potential while excluding the UK entirely.
The fund will primarily focus on value-oriented sectors including industrial and consumer goods, technology, healthcare, financial services, and energy utilities.
You can expect investments concentrated in undervalued companies across these sectors that show strong fundamentals but aren’t trading at their true worth.
What Are the Annual Management Fees and Expense Ratios for Investors?
The fund’s specific annual management charge hasn’t been disclosed in official press releases.
However, you can expect costs similar to M&G’s comparable European equity fund, Prudential European Equity Pre A, which charges 0.875% with no additional costs.
You’ll also face administration charges for income share classes and potential hedging charges depending on your chosen share class.
The total expense ratio will likely align with the 0.875% benchmark from similar M&G European funds.
How Does This Fund Differ From M&G’s Existing European Investment Offerings?
The new European ex-UK fund differs from M&G’s existing European Strategic Value Fund through its specific geographical exclusion of UK companies.
While both funds employ value investing strategies targeting undervalued European equities, the new offering focuses exclusively on continental European markets.
The existing fund includes UK exposure and emphasizes “European exceptionalism” with formal ESG criteria integration, whereas the new fund prioritizes out-of-favour companies across non-UK European markets.
What Is the Expected Launch Date and Where Can UK Investors Apply?
The M&G European ex-UK Fund officially launched for external investors on 22 May 2025, though it began accepting UK retail investors earlier on 10 April 2025.
You can apply through M&G’s investment platform, financial advisers, or selected UK investment platforms.
The daily dealing OEIC structure allows flexible entry and exit.
You’ll find application information on M&G’s official website and through online brokers serving UK clients.
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