M&G GLOBAL MAXIMA EQUITY UCITS ETF

Issuer: M&G

Asset Class: Equity

TER: 50

Trading Currency: USD

Pays Income: False

Listing Date: 31 Mar 2026

Ticker: MGMX

ISIN: IE000AEM1K78

The M&G GLOBAL MAXIMA EQUITY UCITS ETF offers a distinct, actively managed approach to global equity investing, designed for investors seeking long-term capital growth. The strategy aims to outperform the broad global equity market by investing in a concentrated, high-conviction portfolio of typically 40-60 companies from around the world. This focused selection represents the investment manager's best ideas, identified through a rigorous and systematic process. By deviating significantly from benchmark weightings, the portfolio is constructed to capture unique growth opportunities across various sectors and regions, including both developed and emerging markets, providing a differentiated core holding for a diversified portfolio.

At the heart of the investment strategy is 'Maxima,' a proprietary quantitative model that systematically screens the global universe of stocks to identify businesses with superior potential. This data-driven process is built upon three fundamental pillars: Quality, Growth, and Valuation. The model seeks out companies with strong financial health, stable earnings, and robust balance sheets (Quality), combined with high and sustainable growth prospects (Growth), all while being available at an attractive price relative to their intrinsic worth (Valuation). This disciplined, unemotional framework allows the manager to systematically uncover compelling investment opportunities and construct a portfolio aimed at delivering consistent, long-term performance by removing behavioural biases from the stock selection process.