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M&G Alpha Opportunities Fund

The M&G Alpha Opportunities Fund was launched in 2007 and is managed by Richard Ryan. The fund aims to take advantage of highly diversified opportunities in public and private credit markets, including, but not limited to, investment grade and high yield corporate bonds, leveraged loans, asset-backed and mortgage-backed securities.

Each quarter, Fund Manager, Richard Ryan provides a video summary of the fund performance and notable market movements. 

Yearly return
(gross of fees)
2013 2014 2015 2016 2017
A share class € 6.70% 1.11% 0.66% 5.87% 3.70%
A share class £
7.18% 1.44% 1.22% 6.68% 4.50%
A share class $
- - - - 5.72%
B share class £
- - 1.22% 6.67% 4.50%
The Annual Charge for this fund is 0.50% (A share class) and 0.45% (B share class) p.a. This will affect the return investors will receive.

The value of investments will fluctuate, which will cause prices to fall as well as rise and investors may not get back the original amount they invested. Where past performance is referenced, please note that this is not a guide to future performance. There is no guarantee the objective will be achieved.

Latest videos

Q1, 2018

 

Q4, 2017

 

 

This quarter, Richard Ryan discusses the volatility of financial markets at the close of 2017, and how the fund is positioned given current market valuations.

Q3, 2017

 

 

This quarter, Richard Ryan discusses the influence of central banks on credit spreads and investor risk-taking behaviour, and how the fund is positioned given current market valuations.

 

Q2, 2017

 

 

Richard Ryan provides a review of the fund's performance during the last quarter and discusses the impact of recent political and economic events on credit markets.

 

Q1, 2017

 

 

Fund Manager, Richard Ryan, reviews the fund's performance for the last quarter, as the fund reaches its ten-year anniversary. Taking advantage of highly diversified opportunities in public and private credit markets, before this approach became popular, the fund utilises M&G's extensive global research capabilities to deliver value.

 

Q4, 2016

 

 

Against a backdrop of significant market volatility, central bank interventions and unexpected political change, Fund Manager, Richard Ryan, provides an update on the interesting fourth quarter of 2016.

 

Q3, 2016

 

 

Fund Manager, Richard Ryan provides a review of the market movements and fund performance to the end of September. He discusses the rally in corporate bonds which led to valuations becoming increasingly over-stretched.

 

Q2, 2016

 

 

Fund Manager, Richard Ryan offers an overview of the fund's performance in the aftermath of the UK’s Brexit vote. Following this early turbulence, investment markets then spent much of the second quarter regaining their poise and stabilising.

 

Q1, 2016

 

 

Fund Manager, Richard Ryan discusses the fund’s performance in what was a volatile quarter in the bond markets. In the first half of the quarter a generalised flight from risk occurred, only for investors to rush back into the markets by the end of the quarter.

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