Multi-asset funds

At M&G, we understand that the resources you have to devote to effectively balancing the needs of your clients with the needs of your business are coming under growing pressure. We appreciate that delivering effective investment advice, based on individual client needs and risk-appetites, is a complex and time-consuming process. It is with this in mind that we have developed our multi-asset funds.

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

Our multi-asset funds have 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.

M&G Episode Income Fund

The Fund seeks to provide attractive, growing income with the potential for capital growth.

M&G Episode Allocation Fund

The Fund invests globally across a range of asset classes with the aim of maximising total return (the combination of income and growth of capital).

M&G Episode Growth Fund

A Fund that seeks to track down the best asset combinations to maximise total return (the combination of income and growth of capital).

M&G Episode Macro Fund

The Fund aims to deliver a higher total return (the combination of income and growth of capital) with smaller fluctuations in returns on average, than company shares from around the world, over rolling periods of three to five years.*

M&G Global Target Return Fund

The Fund targets a combined income and capital growth of above three-month GBP LIBOR and at least 4% a year over any three-year period, before any charges and in any market conditions.*

*There is no guarantee the Fund will achieve a positive return over this, or any other period, and Investors may not get back the original amount they invested.

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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