The Sustainable Multi Asset Range

The Sustainable Multi Asset Fund Range

Our multi-asset funds have been designed to deliver healthy financial returns whilst helping to reduce your investment risk.

As well as aiming to deliver financially, these funds also look to invest your money in companies that will help contribute to a better world. Your money can help find solutions to some of the most urgent issues facing our planet and create a brighter future for the next generation.

Spreading your investment risk across asset classes

There are different types of investments available for investors, for example Shares, Bonds, Property and Cash. These are known as "asset classes".

Different types of assets are likely to perform well at different times.

For example, one year shares may be performing well and bonds may be underperforming. The following year bonds might be outperforming shares. Overall what performs best and worst one year, could be very different the next.

So, the problem is knowing when is a "good time" to invest in a particular asset class. That's why many investors want to spread their money across the different types of assets, to avoid having all their eggs in one basket. This is known as multi-asset investing.

Targeting more consistent returns

Our multi-asset funds have the potential to deliver more consistent returns than a fund invested in a single asset class.

That's because your investment is spread across a variety of assets, and over time the returns are likely to fluctuate less than a fund which only invests in just one type of asset.

As with any investment the value can go down as well as up and you may not get back the amount you put in.

Potential for healthy returns as well as a healthier planet

Our new M&G Sustainable Multi Asset Fund Range looks to invest in companies that have good plans to deal with the long term challenges faced by our society and the natural environment. And invests only in those companies that are sincere and determined to meet those commitments.

How does your money help the planet?

Firstly, when our experts are looking for places to invest your money they must meet certain criteria. Some don't even make it through the first filter like controversial weapons or unethical business practices.

To create a better world while targeting competitive returns, our experts look at environmental factors, things that benefit society and companies with robust controls (for example, fair working conditions). These three areas are known as 'Environmental, Social and Governance (ESG).

A core portion of your money is also invested for impact. This means it's invested in companies, governments or other entities that set out to achieve specific and measurable differences to environmental or societal issues. This goes one step further than ESG because there are specific targets and companies, governments or other entities are held accountable in meeting those targets. They may be things like reducing carbon emissions by a certain amount or funding advancements in medical research helping to combat the world's major health challenges.


A choice of multi-asset funds

People have different needs in terms of the risk they're willing and able to take and the returns they want to aim for. That's why we offer a choice of three multi-asset funds.

The lower risk and reward funds are likely to be less volatile, so will be invested in areas which are likely to fluctuate less in value.

The higher risk and reward funds are likely to be more volatile, so will be invested in areas that are likely to fluctuate more in value.

Three sustainable multi-asset funds

You have a choice of three funds, so you can choose the fund that meets your needs in terms of the risk you are willing to take and the rewards you are aiming for.

MASA hub 

What are our funds designed to do

Our multi-asset funds are designed to maximise long-term total return (combination of capital growth and income) over a five-year period and positively contribute to a more sustainable economy.

M&G offer a wide range of funds, covering all the main asset classes. View more information about this range and our full range of funds.


Our holdings

Take a look at some of the companies we have invested in, providing solutions for many of the planet's greatest challenges.

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Established in 2006, SolarEdge are a global leader in smart energy technology. As experts in their field they have changed the way power is harvested and managed in photovoltaic systems - a renewable energy technology which transforms the energy from the sun into electricity using photovoltaics. More commonly known as solar panels, they provide a reliable green energy solution to homes and businesses. The SolarEdge intelligent inverter solution maximises power generation while lowering the cost of energy produced by the solar panels. Through their world-class engineering capabilities, and with a relentless focus on innovation, SolarEdge creates smart energy solutions that power our lives and drive future progress.

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Brambles is a supply-chain logistics company operating in more than 60 countries, primarily through the CHEP brand. As a pioneer of the sharing economy, Brambles is one of the world’s most sustainable logistics businesses. Its circular business model perpetuates the share and reuse of the world’s largest pool of reusable pallets and containers. This enables Brambles to serve its customers while minimising the impact on the environment and improving the efficiency and safety of supply chains around the world. Brambles capitalises on its unique position in the supply chain to enable customer collaboration and address sustainable development challenges, such as optimising transport networks, addressing food waste and promoting sustainable use of the world’s forests.

Information sourced from company literature.


What are the risks?

The value of any 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.

Like any investment, you should carefully consider if the M&G Sustainable Multi Asset Fund Range fits with your personal aims and objectives before investing.

Importantly, you should also check that the profile of the fund matches your own investment timeframe and appetite for risk and reward. The fund allows for the extensive use of derivatives.

Find out more about the risks you need to consider before investing in our fund overview.

Ready to invest?

Ready to invest?