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Why choose a multi-asset fund?

Multi asset funds can offer investors a diversified blend of equities, fixed income, property, cash and currencies in a single portfolio.

But markets move and change. As they do so, different asset classes offer opportunities. A good fund manager will seek to spot these opportunities and position your investment so as to generate the best performance within your chosen fund's objectives.

The value of investments and the income from them will rise and fall. This will cause the fund price, as well as any income paid by the fund, to fall as well as rise. There is no guarantee the funds will achieve their objective, and you may not get back the amount you originally invested.

Why invest with M&G

We believe the investment philosophy we use in our multi-asset funds is unique, based on the ‘Episode’ process developed by Dave Fishwick, head of macro and equities investment at M&G.

This approach seeks to combine our robust valuation framework with a behavioural finance philosophy that seeks to identify instances when investors’ emotions, rather than fundamentals, drive markets - thus creating opportunities.

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 (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 SICAVs, 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-authorised OEICs) merged into the respective SICAVs. The SICAVs are run by the same fund managers, applying the same investment strategy, as the respective UK-authorised OEICs.

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The information on this website is for Professional Investors only. Specifically, the information on these pages should not be used or relied upon by the public of Hong Kong or any other type of investor from any other jurisdiction.

 

The above materials and/or information is for general guidance only and should not be relied upon as, or treated as a substitute for, specific advice. Neither M&G Securities Limited nor its affiliates accept any responsibility for any reliance on any of the information contained in these materials or any direct or indirect loss which may arise therefrom. If you are in any doubt about the contents above, you should seek independent professional financial advice.