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.

Top
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

Top

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
Top

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
Top

Read our blog

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

Allocation Logo

Thinking (and feeling) about risks

19.10.2017

New York, New York…


Imagine the excitement. In a moment of spontaneity, you’ve decided to treat yourself and your other half to a last minute trip to New York. You’ve selected the hotel, managed to get reservations at some highly recommended restaurants and even tickets for a Broadway show, which… Read the article



The post Thinking (and feeling) about risks appeared first on Allocation.


Read more

Allocation Logo

Snap (election) chat: why the real risk could be to ignore Japanese equities

04.10.2017

Last week, Japanese Prime Minister Shinzo Abe called a snap election trying to capitalise on increased public support over the summer, as the North Korea issues intensified. If the election result was to grant him a larger majority, it will enable him more room to proceed with his economic plan.… Read the article


The post Snap (election) chat: why the real risk could be to ignore Japanese equities appeared first on Allocation.


Read more

Top
Cyveillance Protected


Viewing this website in Switzerland is not permissible with the exception of the distribution to qualified investors according to the Swiss Collective Investment Schemes Act, the Swiss Collective Investment Schemes Ordinance and the respective Circular issued by the Swiss supervisory authority ("Qualified Investors"). Supplied for the use by the initial recipient (provided it is a Qualified Investor) only, not for onward distribution to any other person or entity.

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.