As an investor, possibly the most important choice to make is which assets to invest in, and when. The managers of our multi-asset funds help to take this decision on behalf of investors, as they move capital between asset classes depending on the value that they see. They have the flexibility to invest across a range of:
In particular, they look to combine assets that are both attractively valued and that perform differently in various market conditions.
They can vary the amount held in any particular asset in response to movements in the markets. In this way, they aim to optimise returns while minimising risk. These funds can also be rebalanced to generate different proportions of income and capital growth.
The value of stockmarket 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. Please be aware, your investment may increase or decrease as a result of currency fluctuations.
M&G multi-asset funds
M&G (Lux) Conservative Allocation Fund*
M&G (Lux) Dynamic Allocation Fund*
M&G (Lux) Income Allocation Fund*
M&G Episode Macro Fund
M&G (Lux) Emerging Markets Income Opportunities Fund
M&G (Lux) Global Target Return Fund
*The M&G (Lux) Dynamic Allocation Fund, M&G (Lux) Conservative Allocation Fund and M&G (Lux) Income Allocation Fund, Luxembourg authorised SICAV funds, launched on 16 January 2018. On 16 March 2018, the M&G Dynamic Allocation Fund, M&G Prudent Allocation Fund and M&G Income Allocation Fund, (UK stand-alone authorised UCITS) merged into the respective SICAV funds. The SICAV funds are run by the same fund managers, applying the same investment strategy, as the respective UK authorised UCITS.