Multi-asset

The M&G Multi Asset Episode fund range consists of three funds each with distinctive characteristics and objectives, leading to its individual risk and return profile. Their fund managers actively invest in a range of assets, including equities, bonds, credit and property, to meet each fund’s return and risk aspirations within the constraints of their respective sectors.

Investment process

The M&G Multi Asset team apply an innovative investment approach that combines a robust valuation framework with elements of behavioural finance.

The team look for instances, or ‘episodes’, where investors’ emotional responses to short-term newsflow have caused assets to become temporarily mispriced, which they believe may present compelling investment opportunities.

Episode blog

Get the latest market perspectives from our Multi Asset team, as they share their current views through the filter of an in-depth understanding of behavioural finance.

Episode Visit the blog

Discover the range:

M&G Episode Income Fund

MA-page-INMA

Key facts

  • Aims to generate a high and rising level of income over time through investment in a diversified range of assets. Subject to this, the fund aims to provide capital growth over the long term.
  • Income is produced by the assets in the portfolio, and is never drawn from capital. The fund manager believes it is vital not to overreach for income in very high yielding assets at the potential expense of capital growth.

The fund may be suitable for investors:

  • Who are seeking a regular income along with some capital growth, over the long term.
  • Who are considering their income requirements in terms of long-term, ongoing financial obligations and ambitions, and understand the need to grow the income stream over time in order to meet the rising cost of living.
  • Who would like to manage risk by combining a globally diversified range of income-generating assets in a single portfolio.

> View the M&G Episode Income Fund

Defaqto diamond rating_5_2016 Defaqto risk mapping logo 3
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M&G Episode Income Fund has a Defaqto Risk Mapping of 3 and a 5 Diamond Defaqto rating. Defaqto is an independent financial researcher.

Ratings correct at 31.05.16. Ratings should not be taken as recommendation.

Please note, the risk and return profiles are internal guidelines only and may be revised in future.

1Fixed interest includes cash.
2‘Other’ currently comprises primarily commercial property-related assets.

The M&G Episode Income, M&G Episode Allocation and M&G Episode Growth Funds allow for the extensive use of derivatives.

M&G Episode Allocation Fund

MA-page-CMAF

Key facts

  • Aims to maximise total return (the combination of income and growth of capital) through investment in a diversified range of asset types, over the long term.
  • Risk is controlled by combining diversified and relatively uncorrelated assets, while understanding the changeable nature of correlation patterns.
  • Has a high degree of flexibility to invest globally in major asset classes.

The fund may be suitable for investors:

  • Who are seeking equity-like returns but with around half the volatility, on average.
  • Who have a medium appetite for risk and would like an even balance between ‘risky’ and ‘safe’ assets, in neutral market conditions.
  • Who would like a fund with a high degree of flexibility to vary asset allocations materially in response to quickly changing market conditions.

> View the M&G Episode Allocation Fund

Defaqto diamond rating_4_2016 Defaqto risk mapping logo 4
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M&G Episode Allocation Fund has a Defaqto Risk Mapping of 4 and a 4 Diamond Defaqto rating. Defaqto is an independent financial researcher.

Ratings correct at 31.05.16. Ratings should not be taken as recommendation.

Please note, the risk and return profiles are internal guidelines only and may be revised in future. 

1Fixed interest includes cash.
2‘Other’ currently comprises primarily commercial property-related assets.

The M&G Episode Income, M&G Episode Allocation and M&G Episode Growth Funds allow for the extensive use of derivatives.

M&G Episode Growth Fund

MA-page-MFND

Key facts

  • An adventurous fund that seeks to track down the optimal asset combinations with the aim of maximising total returns (the combination of income and growth of capital).
  • Is likely to have a higher equity exposure than other funds in the range – up to a maximum of 85% of the portfolio.
  • The fund manager seeks to manage risk through a diversified, multi-asset approach.

The fund may be suitable for investors:

  • Who are aiming to capture the growth prospects usually associated with equities, with less volatility.
  • Who have a reasonably high appetite for risk but still require a more diversified approach than a pure equity fund.
  • Who can tolerate sometimes significant short-term volatility in pursuit of more ambitious returns than more conservative multi-asset funds are likely to deliver.

> View the M&G Episode Growth Fund

Defaqto diamond rating_5_2016 Defaqto risk mapping logo 6
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M&G Episode Growth Fund has a Defaqto Risk Mapping of 6 and a 5 Diamond Defaqto rating. Defaqto is an independent financial researcher.

Ratings correct at 31.05.16. Ratings should not be taken as recommendation.

Please note, the risk and return profiles are internal guidelines only and may be revised in future.

1Fixed interest includes cash.
2‘Other’ currently comprises primarily commercial property-related assets.

The M&G Episode Income, M&G Episode Allocation and M&G Episode Growth Funds allow for the extensive use of derivatives.

Cyveillance Protected

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. 
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