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.

M&G Episode Multi Asset funds

Find out more about the full range of M&G Episode Multi Asset funds

M&G Episode Multi Asset Funds

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.

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

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 you in a variety of market conditions.

M&G multi-asset funds

The M&G Episode Multi Asset range consists of three funds, each individually designed to meet a wide range of investment goals and attitudes to risk. They are all dynamically managed, genuinely diversified and could offer you a more cost-effective way to invest across the asset classes than creating your own multi-asset portfolio.

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.

Episode Allocation Fund

Episode Growth Fund

Episode Income Fund

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