Qualified Investors

Multi-Asset investing

Making M&G's Allocation funds work for your clients

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

Each of M&G’s Allocation funds invests in a range of asset classes globally – providing investors with an expertly managed and instantly diversified portfolio, in just one step.

There are three funds in the range:

M&G Dynamic Allocation Fund, M&G Income Allocation Fund and M&G Prudent Allocation Fund.

Each fund has been developed to meet different investor needs, but all offer the key benefits of investing in multi-asset funds.

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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 client needs

M&G Prudent
Allocation Fund
For investors that are volatility averse and that seek a prudent approach to capital growth.

 
Allocation
Neutral position:
Fixed income* Equity Others†

*excludes cash and cash equivalents
†mainly real estate securities & convertibles

M&G Dynamic
Allocation fund
For investors that want to balance the growth potential of equities with a diversified approach to risk management.
 
Neutral position:
Fixed income* Equity Others†

*excludes cash and cash equivalents
†mainly real estate securities & convertibles

M&G 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.
Neutral position:
Fixed income Equity Others†

†mainly real estate securities & convertibles

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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 approach developed over the past 15 years.
Their investment decisions are made by combining robust fundamental analysis and research with elements of behavioural finance.
Active Investment Management
M&G: Top 5 Investment Brand in Europe*
*Fund Buyer Focus Survey 2016
Experienced Investment Team
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Meet the team

Juan Nevado, Fund Manager, M&G Multi Asset Team

Steven Andrew, Fund Manager, M&G Multi Asset Team

Craig Moran, Fund Manager, M&G Multi Asset Team

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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Read our blog

Our Multi-Asset Team shares its latest thinking in our Allocation blog.

Allocation Logo

What you’re used to might not prevail: Neo-nationalism Era

05.07.2017

Political developments have dominated market commentary for much of the last two years. However, such commentary is often overly focused on short term considerations: trying to forecast short term price moves around elections, or considering which areas of the market will be the winners and losers from particular polices. In… Watch the video


The post What you’re used to might not prevail: Neo-nationalism Era appeared first on Allocation.


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Secular Stagnation? More like Secular Stability

30.06.2017

The defining characteristic of US economic data since the financial crisis is not stagnation, but stability. We all look back on the Great Moderation with incredulity at the hubris of economists. But has reality morphed into the Greatest Moderation?



There was always a kernel of truth in the… Read the article



The post Secular Stagnation? More like Secular Stability appeared first on Allocation.


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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.