M&G (Lux) Episode Macro Fund: The importance of flexibility

5 min read 20 Jul 22

Please find the latest fund update on the M&G (Lux) Episode Macro Fund. The note discusses how challenging the investment environment has been so far in 2022 and how the ability to take short positions has proved beneficial to the fund’s performance.

Key takeaways

  • So far in 2022, returns from many major asset classes have declined against a background of rising interest rates.
  • The M&G (Lux) Episode Macro Fund is one of M&G’s most flexible and dynamic funds, with the freedom to take long and short positions in different types of assets from anywhere in the world.
  • The ability to initiate short bond and currency exposures has helped the fund to generate positive returns so far this year, and over the past three and five years.

To read the note in full, please click here.

By Dave Fishwick

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.

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