The information in this site is intended for authorised charities in the United Kingdom only. 

The website is operated by M&G Securities Limited on behalf of itself, Charities Investment Managers Limited and the Trustees of Charibond. M&G Securities Limited is the managing agent for Charities Investment Managers Limited and the fund manager of Charibond.

The information provided is directed at authorised charities in the United Kingdom and is not to be regarded as an offer to buy or sell, securities or investments. Charibond is available for investment by registered charities in the United Kingdom allowed to invest in common investment funds.

Please click the appropriate button to the right to confirm that you are an authorised charity and wish to continue.

This site uses cookies

The cookies settings on this website are set to ‘allow cookies’ to give you the best experience of our website. If you would like to find out more about cookies or change your settings, please refer to our Privacy & Cookies policy.

By proceeding beyond this page, you are agreeing to our use of cookies.

Audience

Multi-asset

Individual asset classes, such as fixed income securities and company shares, can perform differently over time as market conditions change. Investing in a range of assets can therefore help insulate you from the ups and downs that every type of asset can experience.

Contact our Charities team

Email us: charities@mandg.co.uk

General enquiries: 0800 917 4472

Richard Macey
Director of Charities

Tel: 020 7548 3731

Go to our contacts page

Multi-asset funds can offer an off-the-shelf solution for investors looking for diversification in one investment. These funds typically hold a blend of assets, sometimes across different countries and currencies and possibly extending to uncorrelated assets like commercial property.

Actively managed multi-asset funds can adapt in response to changing market conditions, with professional fund managers able to adjust the balance of their assets in reaction to events and to act on opportunities.

You can never guarantee against investment losses, but portfolios that are effectively diversified have the ability to provide less volatile investment returns over time.

We are unable to give financial advice. If you are unsure about the suitability of your investment, speak to your financial adviser.

Why choose M&G Episode Multi Asset funds?

A unique approach

We believe that the investment philosophy we employ is unique to the M&G Episode Multi Asset Funds.  The ‘episode’ approach is a proven, repeatable process that has the potential to turn investment opportunities into portfolio returns.

Why ‘Episode’

The ‘episode’ investment approach seeks to identify periods of time, or episodes, during which assets become under or overpriced. This occurs as a result of investors reacting emotionally to events rather than considering normal investment principles such as inflation or interest rates. Episodes can occur over short periods of time or several years.

Emphasis on risk management

Our fund managers seek to provide genuine diversification to limit risk in each portfolio. They dynamically manage a blend of assets to endeavour to meet the investment objectives of each fund.

Team approach

While each fund manager bears responsibility for the management decisions of their portfolios, the group functions as a true team, continually sharing and testing investment ideas and assessing a wide variety of macroeconomic data.

Tried and tested philosophy

The team’s investment philosophy has been tried and tested throughout a set of crises in financial markets.  We therefore believe that this philosophy is robust and has the ability to deliver attractive returns for your charity in a variety of market conditions.

Multi asset funds for charities

Episode Income Fund

To find out more about our Episode Multi Asset funds please contact the M&G Charities team.


Need further information?