M&G Cautious Multi Asset Fund
Fund manager: Juan Nevado
Fund manager: Tony Finding
ISA, OEIC & Savings Plan
The Fund’s objective is to maximise total return (the combination of income and growth of capital) through investment in a diversified range of asset types. Subject to this, the Fund aims to grow income in the long term.
The Fund invests mainly in securities, fixed income assets, warrants, money market instruments, deposits, cash, near cash and property via collective investment schemes and, with the exception of property, by investing directly in these assets. The Fund may also invest directly in derivative instruments for the purposes of investment and efficient portfolio management. The Fund will invest no more than 60% of its portfolio in equities.
Juan Nevado
Juan Nevado joined PPM (now M&G) in 1988 and has been working as part of the multi asset team led by Dave Fishwick since 1999. Prior to joining M&G, Juan worked as a bond economist at the Bank of Montreal, and, before that as an economist for the Commodities Research Unit, a private business consultancy specialising in macro/micro research on commodities markets. Juan has a BSc in economics from the LSE, and, an MA in economics from Warwick University.
Tony Finding
Tony Finding joined PPM (now M&G) in 1997 as an economist. Subsequently, he took responsibility for the generation of views on yield curve and foreign exchange trading opportunities. In 2001, Tony developed his expertise in credit and exotic fixed interest securities by spending time seconded to Prudential’s US-based investment management team. Tony has been in his current role as a member of the multi asset team since 1999. He has a BSc in economics from the LSE and is also a CFA charterholder.
In addition to the fund data that can be found by accessing the menu to the left of this page you may also wish to read the fund Key Features document which contains further fund information.
