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Audience

Multi-asset


Why choose a multi-asset fund?

Multi-asset funds can offer investors a diversified blend of equities, fixed income, property, cash and currencies in a single portfolio.

However, markets move and change, and as they do, different asset classes can offer opportunities. A good fund manager will seek to spot these opportunities and position your investment so as to generate the best performance within your chosen fund's objectives.

Why invest with M&G

We believe the investment philosophy we use in our multi-asset funds is unique, based on the ‘Episode’ process developed by Dave Fishwick, head of Macro and Equities Investment at M&G.

This approach seeks to combine our robust valuation framework with a behavioural finance philosophy that seeks to identify instances when investors’ emotions, rather than fundamentals, drive markets - thus creating opportunities.

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.

M&G (Lux) Dynamic Allocation Fund

M&G (Lux) Episode Macro Fund

M&G (Lux) Income Allocation Fund

M&G (Lux) Global Target Return Fund

M&G (Lux) Conservative Allocation Fund

M&G (Lux) Sustainable Allocation Fund

 
The value of 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 and you may get back less than you originally invested.

This website is for Investment Professionals only. Not for onward distribution to any other type of client. No other persons should rely on the information contained on this website. Content should therefore be shared responsibly with other investment professionals.