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Investing well for our customers demands a responsible, active and long-term approach to asset ownership.

When we put a customer’s savings to work, we take a long-term view of the investments we make on their behalf. When we buy shares in companies, we typically hold them for three to five years – or even longer for real estate or infrastructure investments.

As long-term investors, we take great care with our customers’ savings and work closely with the managers of the companies and assets we invest in to make sure they are delivering the best possible returns.. This includes challenging the environmental, social and corporate governance practices of these companies to when we think these pose a risk to long-term performance.

We also work hard to get the best possible terms on the cost of buying and selling investments, administration and other support services. The transaction costs our investors pay are among the lowest in the industry and we do not charge our customers for the research our fund managers use.

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

How we invest at M&G

 

Investing in equities

M&G fund manager John William Olsen speaks about his long-term focussed approach to investing in companies.

 

Fixed income investing

Claudia Calich, a fixed income fund manager, explains how she identifies opportunities in emerging markets bonds.

 

Multi-asset investing

M&G fund manager Steven Andrew explains his ‘fundamental valuation’ approach to investing across different assets and geographies.

 

Investing in property

M&G fund manager Justin Upton outlines his key criteria for property investment: income generation and sustainability.

 

Investing in infrastructure equity

Investment manager Martin Lennon explains how his team finds, acquires and manages infrastructure assets for the long term.

 

Investing in alternatives: leveraged finance

Fund manager Fiona Hagdrup explains how, when lending to business, she seeks to understand a company’s culture as well as its cashflow.

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