Who are we?
As founders of our distinctive ‘Episode’ investment process, which we have applied consistently for over 20 years, we believe we are well-positioned to select attractive investment opportunities globally.
What do we do?
We believe asset allocation is the primary driver of investment returns.
We therefore aim to help clients achieve optimal asset allocation throughout the market cycle using a dynamic approach.
We apply behavioural finance theory to respond to market ‘Episodes’ – periods when asset prices are overly influenced by investors’ emotional behaviour rather than long-term fundamental drivers of returns – to deliver solutions for diversified growth, income, capital preservation and sustainable investing.
How do we deliver?
We combine in-depth research to determine the relative value of assets over the medium to long term, with analysis of investors’ emotional reaction to events to identify investment opportunities.
While each manager is responsible for their own portfolio, as a team we continually share, test and access investment ideas.
We offer clients….
- A robust and repeatable valuation analysis process, which uses economic theory, historical information and market surveys to identify assets that are over- or under-valued
- Highly flexible investment mandates designed to respond at speed and scale to changing market dynamics
- The construction of portfolios designed to provide effective diversification through market cycles
Sustainable investing
Seeking to provide a combination of capital growth and income while considering environmental, social and governance factors.
The fund(s) mentioned herein is a sub-fund of M&G (Lux) Investment Funds 1, an open-ended investment company established in Luxembourg which is available for sale in certain jurisdictions only. M&G (Lux) Investment Funds 1 has appointed M&G Investments (Singapore) Pte. Ltd. as its Singapore representative and agent for service of process. This document is for informational purposes only and does not constitute an offer or solicitation to purchase or sell units in the fund. Investment involves risk. Past performance is not necessarily a guide to future performance or returns. The value of investments and the income from them can fluctuate and is not guaranteed. Rates of exchange may cause the value of investments to go up or down. Investors may not get back the amount they invest. Subscriptions in the fund are valid only if made on the basis of the current Prospectus and the Product Highlights Sheet available on our website www.mandg.com/investments/sg and you must read these documents before deciding whether to invest. Investors may wish to seek advice from a financial adviser before purchasing shares of the fund. In the event that they choose not to seek independent financial advice, they should consider carefully whether the fund is suitable for them.
