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Our performance

1 year (%) 3 years* (%) 5 years (%) 10 years (%) since inception** (%)
M&G SPIF total return net of fees** 7.31 7.14 7.95 9.95 5.71
Retail Price Index (RPI) 2.48 3.11 2.31 3.03 2.84
M&G SPIF return above UK inflation +4.83 +4.03 +5.64 +6.92 +2.87

Please note that SPIF is not benchmarked. The Fund is total return focused and currently has an anticipated return of RPI +3% over the medium to long term. SPIF’s performance is calculated net of fees.

*As at 28 February 2019

**1 August 2007

2018 2017 2016 2015 2014
M&G SPIF total return net of fees 7.70% 9.69% 4.57% 8.04% 9.97%

The value of investments will fluctuate, which will cause prices to fall as well as rise and investors may not get back the original amount they invested.

Where past performance is referenced, please note that this is not a guide to future performance.

There is no guarantee the objective will be achieved.

For institutional investors only. Not for onward distribution to any other type of client. No other persons should rely on the information contained on this website.