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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) Global Target Return Fund

M&G (Lux) Income Allocation Fund

M&G (Lux) Sustainable Allocation Fund

The M&G (Lux) Dynamic Allocation Fund, M&G (Lux) Conservative Allocation Fund and M&G (Lux) Income Allocation Fund, Luxembourg authorised SICAV funds, 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 stand-alone authorised UCITS) merged into the respective SICAV funds. The SICAV funds are run by the same fund managers, applying the same investment strategy, as the respective UK authorised UCITS.

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For Investment Professionals only. Not for onward distribution to any other type of client. No other persons should rely on the information contained on this website. Content should therefore be shared responsibly with other investment professionals. The value of investments will fluctuate, which will cause fund prices to fall as well as rise and investors may not get back the original amount invested.