How we manage money - one past, many futures
The M&G Treasury & Investment Office (T&IO) is an independent team of around 50 people including investment professionals, with specialist expertise in asset allocation, portfolio management, manager research and investment risk oversight.
T&IO manage around £159bn of assets (at 30.06.22) for UK and European investors, predominantly in multi-asset portfolios.
The investment philosophy and asset allocation strategy is underpinned by core principles:
Forward-looking approach to asset allocation, focusing on future growth and value rather than past performance
Long-term approach to investing, that looks through short term volatility.
Diversification of asset classes and geographies, reducing risk and providing more opportunities to generate returns.
Active portfolio management, responding to market changes and keeping portfolios in shape
Focus on responsible investing and aware that ESG factors can materially influence investment outcomes
The philosophy supports the range of investment solutions, multi-asset funds and discretionary
Solutions for you and your clients
PruFund
Designed to navigate uncertainty, PruFund aims to grow your client's money over the long-term (5-10 years or more), while protecting them from extreme short-term market volatility by using an established smoothing process.
The PruFund range of funds are PruFund Growth, PruFund Cautious, Risk Managed PruFunds and PruFund Planet.
✓ A choice of multi-asset funds available
✓ Actively managed
✓ Established smoothing process
✓ Sustainable option available
PruFolio
The PruFolio risk managed range of funds have been constructed to achieve the right mix for your client’s portfolio with a balance of cost, investment styles and a choice of five risk levels.
There are two ranges Risk Managed Active and Risk Managed Passive. The funds are available across a wide range of platforms
✓ Choice of 10 risk managed funds
✓ Two investment styles
✓ Five risk profiles
Model Portfolio Service
Provide your clients with a cost-effective way to invest while benefiting from active management, diversification, and ESG options. There are 3 ranges of portfolios to suit different risk appetites and preferences for different investment styles.
The ranges are Passive, Hybrid and Global ESG Themes which are available on a wide range of platforms.
✓ Globally diversified
✓ Active investment management
✓ Competitively priced
✓ Robust risk management
