Important information

Subject to a Shareholder vote at an Extraordinary General Meeting taking place on Wednesday 6 November 2024, we will be merging the M&G Sustainable Multi Asset Cautious Fund into the M&G Episode Allocation Fund on Friday 22 November 2024. Details of the proposal can be found in the following Circular that was sent to Shareholders. 

View the Shareholder Circular

View the Shareholder Circular - myM&G investors

Overview

Key Facts

Key Documents

Historic Prices

Fund Risks

Monthly Fund Commentary

Portfolio transaction costs

Portfolio transaction costs (PTCs) are costs incurred when buying or selling underlying investments. They are composed of direct and indirect transaction costs. Find out more information on PTCs on our fund charges page or view the PTCs associated with a fund in our fund charge calculator.

Fund Facts

Performance

The value and income from the fund's assets will go down as well as up. This will cause the value of your investment to fall as well as rise. There is no guarantee that the fund will achieve its objective and you may get back less than you originally invested. Past performance is not a guide to future performance.

Cumulative Performance

Documents