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.
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.
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.