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Key facts

• Designed to perform in a variety of market

• Top-ranking fund in the IA £ Strategic Corporate
Bond sector since inception*

• Delivered an annualised return of 7.5% since
inception versus the IA sector average of 4.4%*

*Source: Morningstar. Sterling I Share Class, price to price basis income reinvested, as at 30 November 2016.

The M&G Optimal Income Fund is celebrating its 10th anniversary. Since its launch, the fund has delivered market-leading returns through some of the most volatile markets in living memory. Fund Manager, Richard Woolnough, has made full use of the fund’s flexible mandate to deliver positive risk-adjusted returns and is unafraid to question the consensus view.

Explore the fund’s history through our interactive timeline and discover how the M&G Optimal Income Fund has adapted as markets change.


Fund Managers Richard Woolnough and Stefan Isaacs recently took time out to look back over the history of the M&G Optimal Income Fund. They discuss the importance of the flexibility of the fund and what they think the outlook for markets is.


Ratings and awards

Square-Mile-Rating-AA_CMYK Elite Rating logo new winner_bonds c_silver_standard RSM-Rated-Logo_RGB

Unless stated, all ratings as at 30.11.2016. Ratings should not be taken as recommendation. The Morningstar Analyst Rating™ as at 31.10.2016. Copyright © 2016 Morningstar UK Limited. All Rights Reserved. The Elite RatingTM system is proprietary to FundCalibre Ltd, but should not be taken as a recommendation, as at 30.11.2016. FE Alpha Manager 2016 awarded to Richard Woolnough for Best in Bonds (UK).

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. 
This website is 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.