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 would a UK Sovereign Wealth Fund look like?

15.12.2017

Last month, Tristan Hanson and I made a proposal for a sovereign wealth fund (‘SWF’). It triggered a substantial debate. How would it operate in practice? Are we trying to fund investment or earn an equity risk premium? How do we address problems associated with state-ownership? How… Read the article


The post What would a UK Sovereign Wealth Fund look like? appeared first on Allocation.


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Allocation Logo

What can Bitcoin tell us about efficient markets, episodes, and the role of valuation?

01.12.2017

One should probably be wary of writing yet another article on Bitcoin. If the number of press articles and blog posts was an indicator of bubbles, then there would be little debate. Aside from the fact that it is now the middle of winter, Bitcoin would certainly satisfy all the… Read the article


The post What can Bitcoin tell us about efficient markets, episodes, and the role of valuation? 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.