Private Investors

Multi-Asset investing

Making M&G’s Allocation fund range work for you

Diversifying your investments across asset classes and geographies can be an important step in helping you manage risk and volatility and access the best investment opportunities around the world.

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.

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INSTANT DIVERSIFICATION
RISK AND VOLATILITY MANAGEMENT
COST EFFECTIVE ACCESS TO MULTIPLE MARKETS

The M&G Allocation Range

A choice of 3 funds to suit different needs

M&G Dynamic
Allocation fund
Dynamic Allocation Fund
For investors that want to balance the growth potential of equities with a diversified approach to risk management.
**Fixed income includes cash. †Mainly real estate related securities and convertibles. Please note that the neutral positions are internal guidelines only and are subject to change.

M&G Income
Allocation Fund
Income Allocation fund
For income seekers: the fund aims to pay out an attractive monthly income stream that rises over time, while aiming to provide capital growth over the long term.
**Fixed income includes cash. †Mainly real estate related securities and convertibles. Please note that the neutral positions are internal guidelines only and are subject to change.

M&G Prudent
Allocation Fund
Prudent Allocation Fund
For investors that are volatility averse and that seek a prudent approach to capital growth.
**Fixed income includes cash. †Mainly real estate related securities and convertibles. Please note that the neutral positions are internal guidelines only and are subject to change.

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Why M&G Multi-Asset funds?

Our team has an award-winning investment philosophy

M&G’s Multi Asset team has a unique investment philosophy, developed over the past 15 years.
Their investment decisions are made by combining robust research and analysis with an in-depth understanding of how investors’ human emotions can influence market movements to establish which assets are currently attractively or unattractively priced, and crucially why.
Active Investment Management
Top 5 Investment Brand in Europe (Source: Fund Buyer Focus Survey 2016)
Experienced Investment Team
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Get started

You will find M&G Allocation funds on a range of platforms, alternatively please contact our sales teams.

TELEPHONE
+41 (0) 43 443 8200
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Important Information
The collective investment schemes referred to in this document (the "Schemes") are open-ended investment companies with variable capital, incorporated in England and Wales. Société Générale, Paris, Zurich Branch, Talacker 50, P.O. Box 5070, 8021 Zurich acts as the Swiss representative of the Schemes (the "Swiss Representative") and acts as their Swiss paying agent. The Instrument of Incorporation, Prospectus, the Key Investor Information Document, as well as the annual or interim Investment Report and Financial Statements of the Schemes (each in their respective latest version approved by the Swiss Financial Market Supervisory Authority, in German) can be obtained free of charge from the Swiss Representative in Zurich