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How we manage money - one past, many futures
The M&G Treasury & Investment Office (T&IO) is a team of around 60 people, with specialist expertise in asset allocation, portfolio management, manager research and investment risk oversight.
T&IO manage around £150bn of assets (at 30.06.23) for UK and European investors, predominantly in multi-asset portfolios.
The investment philosophy and asset allocation strategy supports the range of investment solutions, multi-asset and discretionary:
A forward looking view of what assets represent best value.
Long-term approach to investing, over a 5-10 year investment horizon that looks through short-term volatility.
Diversification across asset classes and geographies that continue to evolve as markets and opportunities develop.
Active portfolio management, generates returns from a number of sources.
ESG principles and beliefs are integrated into investment decisions.
Risk appetite, ensuring each fund has an appropriate risk/return profile.
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
✓ Access through packaged retirement and investment products and the M&G Wealth Platform
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
* M&G Investment Management Ltd are the investment managers for the WS Prudential Risk Managed Active and Risk Managed Passive Funds. They make the relevant adjustments to the portfolios based on T&IO recommendations.