The information in this site is intended for financial advisers only. 

The information contained in these pages must not be used or relied upon by private investors. We recommend that you read our 'Terms & Conditions' before browsing the site.

Please click the appropriate button to the right to confirm that you are a financial adviser and wish to continue.

Audience

Global Target Return Fund

glin

Why absolute returns?

Absolute return funds are generally designed to provide investors with a smoother path to achieving positive returns over a medium-term time horizon.

In the case of multi-asset absolute return funds, they are able to construct a more diversified investment portfolio designed to protect cautious investors from market volatility and closely manage short-term potential losses.

The M&G Global Target Return Fund, a multi asset, absolute return fund launched in December 2016 in response to the challenges today’s investors are facing in protecting their capital and constructing an effectively diversified portfolio. Please note, managing the fund in this way reduces its ability to achieve returns significantly above three-month LIBOR plus 4%.

It’s important to note that absolute return funds don’t guarantee positive returns, as with most types of investment, investors’ capital is at risk.

Top

Why us?

1

Flexible, Multi-Asset

A highly flexible multi-asset fund, targeting steady positive returns, with a specific focus on managing volatility and limiting losses during difficult market conditions.

2

Targeted Return

Targets a total return (the combination of income and capital growth) of 3-month GBP LIBOR + 4% pa (gross of fees) over any three-year period, although this is not guaranteed.

3

Diversified

Freedom to invest across global equity and bond markets, along with other types of assets including asset-backed securities, private loans, infrastructure and derivatives.

With it’s highly diversified, multi-asset approach, the M&G Global Target Return Fund has the ability to respond to economic conditions and market challenges – finding a way through uncertainty. It benefits from our team’s experience and draws on insights from behavioural finance to target an absolute return.

The team takes a highly active and flexible approach to portfolio construction, with the fund being able to take net long or net short positions across asset classes globally, including equities, fixed income securities and currencies. This means it has the potential to perform in both rising and falling markets.

The value of investments will fluctuate, which will cause fund prices to fall as well as rise and investors may not get back the original amount invested.

The fund allows for the extensive use of derivatives.

Top

Insights

An end to 'set and forget' for cautious investors

Cautious investors - GTRFAs central banks look to end a decade of ultra-loose monetary policy, many investors are reassessing how to preserve their capital.

Read the article

Nowhere to hide from volatility?

GTRF-article 2018 has been a volatile year across regions and asset classes, with absolute returns emerging as a potential solution for those aiming for a smooth path.

Read the article

Multi asset investing for steady target returns

Multi-asset-brochure2Find out more about our multi-asset team, their investment approach and how they have been managing the M&G Global Target Return Fund since launch.

Download brochure

Reasons to consider investing

GTRF sales aidFind out more about the M&G Global Target Return Fund, including reasons to consider investing, our investment approach and the performance of the fund since launch.

Download sales aid

Top

Visit fund page for more information

How to invest

 
Telephone
Investment sales
Pre Sales Enquiries
0345 600 4125*
(9am - 5pm weekdays)

Financial Adviser Helpline
Post Sales Enquiries
0800 328 3191
(8am – 6pm weekdays)

Account & dealing enquiries
0800 328 3196
(8am - 6pm weekdays)

*Calls cost 5 per minute, plus your phone company’s access charge.

Email
Pre sales direct clients:
advisorysales@mandg.co.uk

Post sales:
info@mandg.co.uk

When you contact us by email, we strongly recommend that you do not include any sensitive information (including your client's reference number) to protect the security of you and your client. We aim to respond to all emails within three business days.


Post
M&G Customer Relations
The M&G Group
PO Box 9039
Chelmsford
CM99 2XG











Top
Cyveillance Protected

The value of investments will fluctuate, which will cause fund prices to fall as well as rise and investors may not get back the original amount invested. 
This website is for Investment Professionals only. Not for onward distribution to any other type of client. No other persons should rely on the information contained on this website. Content should therefore be shared responsibly with other investment professionals.