M&G (Lux) Conservative Fund - Evaluating three years of strategy


April marks three years since M&G’s Multi Asset team first introduced the concept of a portfolio invested in mixed assets focused on growing capital with a cautious approach. Initially launched as a UK-authorised OEIC in April 2015, the M&G Prudent Allocation Fund later merged into a Luxembourg-authorised SICAV, the M&G (Lux) Conservative Allocation Fund, in March 2018. In that time, the strategy has consistently demonstrated its ability to find opportunities in different market environments.

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 the fund's assets will go down as well as up. This will cause the value of your investment to fall as well as rise and you may get back less than you originally invested.