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M&G Optimal Income Fund - Investment review 2017 and outlook for 2018


Contributions to fund performance in 2017 came from across its wide-ranging asset class exposures. Here, we examine this in more detail and give our outlook for bond markets in 2018.

After a year of profound shocks in 2016, investors entered 2017 prepared for further surprises. In the event, though, the year was instead characterised by what didn’t happen (no major geopolitical shocks, trade wars, or aggressive central bank tightening), while two generally positive themes dominated. First, the establishment of robust, synchronised global economic growth and, second, the move by central banks towards ‘normalising’ monetary policy that was facilitated by this positive backdrop.

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.

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Cyveillance Protected

The value of the fund's assets will go down as well as up. This will cause the value of your investment to fall as well as rise and you may get back less than you originally invested.
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