M&G Investments expands access to its Global Strategic Value strategy for international investors
23 JUN, 2026
By Joanna Piwko from RankiaPro Europe
M&G Investments has announced the launch of the M&G (Lux) Global Strategic Value Fund. In this way, it expands access to its global value investment strategy for international investors at a time when market conditions increasingly favor active stock selection based on fundamental analysis.
The fund invests in a broadly diversified portfolio of stocks from different sectors and market capitalizations. The strategy is based on the same consolidated investment approach that characterizes M&G Global Strategic Value, available to British investors through an existing OEIC structure, leveraging its strong track record of profitability and managed by the same investment team, formed in 2008.
The strategy invests in undervalued companies where the team identifies potential for price recovery over time. In an environment where markets are increasingly complex and less homogeneous, the strong track record of profitability and the active approach of Global Strategic Value become increasingly relevant in identifying differentiated sources of profitability.
The new M&G strategy is managed by Shane Kelly, with the support of co-managers Richard Halle and Dan White. In addition, it complements M&G's range of value strategies, which manages 13.1 billion euros in assets under management and includes the M&G (Lux) European Strategic Value Fund and the M&G (Lux) North American Value Fund.
The fund is classified as Article 8 in accordance with the European Sustainable Finance Disclosure Regulation (SFDR).
As market conditions evolve, we are seeing increasing demand from investors to diversify beyond US-centric and growth-led strategies. In this context, the Fund offers an attractive global value investment solution, combining broad geographical diversification with a disciplined and proven investment approach. Backed by M&G's extensive experience in value investing, the strategy draws on nearly two decades of experience investing across different regions and market cycles, and is designed to deliver attractive long-term results for our clients in Europe and Asia».
Alicia García, Sales Director, Country Head Iberia, M&G Investments
