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.

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Audience

Multi asset

Multi-asset funds invest across a range of assets, thereby offering your charity a diversified blend of equities (shares of ownership in a company), bonds (loans, usually taken out by governments or companies, which normally pay a fixed rate of interest over a given time period, at the end of which the loan is repaid), property, cash and currencies in a single portfolio.

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

Expert fund managers research the markets and decide how much to invest in each type of asset, thereby making the asset allocation decision on behalf of their investors.

Past performance is not a guide to future performance. The value of investments will fluctuate, which will cause fund prices to fall as well as rise and you may not get back the original amount you invested.

Dynamic management is key

The right blend of asset classes at the right time

We believe that the greatest returns, in the long term, come from being invested in the right blend of asset classes at the right time. Studies have shown that it is this blend, or 'asset allocation', that is responsible for the lion’s share of investment returns in the long term.*

Spread your risk in changing markets

Markets never stand still and different asset classes can offer investment opportunities at different times. Choosing a multi-asset fund that is managed dynamically – or actively – is crucial to performance as it aims to ensure that your charity's money is invested in the right asset classes at the right times.

* Research by Ibbotson, Roger G. and Kaplan, Paul D., “Does Asset Allocation Policy Explain 40, 90, or 100 Percent of Performance?”, Copyright 2000, Financial Analysts Journal.

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.

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

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