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About M&G Investments Since 1931, when we launched the UK’s first Unit Trust we have believed in offering our clients straightforward products together with clear and balanced information, to help you make the right investment decisions for your needs. Currently we look after approximately 368,000 investors with almost £160 billion funds under management (as at 30 June 2008), making us the one of the largest active investors in the UK.
Our fund managers are highly skilled specialists who don’t simply follow the latest investment fashions. Instead, they each have their own individual and rigorous approach, based on what is best for your investment over the long term.
As one of the largest fixed interest managers in the UK with a history of firsts, our focus is on in-house research, aiming to identify investment opportunities where asset prices have moved away from those implied by long-term fundamentals. M&G Optimal Income Fund – Specialist The M&G Optimal Income Fund is a total return bond fund. Total return bond funds invest to achieve a mixture of income and capital growth. They don’t aim to achieve a ‘target income return’, but simply aim to achieve the highest total return at any point in time. It is important to note that the manager will not necessarily purchase investments with the highest income streams, as these may not be the most attractive on a risk/return basis. As such, the M&G Optimal Income Fund does not have a target yield, and therefore the level of income is not fixed and may fall as well as rise. Investment details Min Initial Investment £1,000 Minimum Additional Investment £100 The fund may invest in a number of different asset types in various proportions. The risk profile of the fund will depend on the composition of the portfolio. Prices may fluctuate and you may not get back your original investment.
Named Morningstar's Best Larger Equity House 2008, our equity philosophy is based on a bottom-up approach to investing. Our aim is to develop a ‘boutique’ culture for our fund managers, supported by the scale and resource of one of the largest investment companies, which enables them to generate stock selection alpha for a large scale of assets. The M&G Recovery Fund aims to deliver long-term returns through investing mainly in UK companies that are currently unloved by the market, but which we believe have the potential to 'recover' and rise in value over the long term. The fund focuses on corporate recovery and is therefore not dependent on market trends or economic conditions. Investment details Min Initial Investment £500 Minimum Additional Investment £10 Prices may fluctuate and you may not get back your original investment. The M&G Cautious Multi Asset Fund aims to deliver steady, competitive returns across a broad range of asset classes. As one of the next generation of cautious managed funds, it offers investors greater flexibility and more diversity than traditional funds in its sector. Investment details Min Initial Investment £500 Minimum Additional Investment£10 The fund has a varying risk profile as it is exposed to various asset types each with their own risk profile. Prices may fluctuate and you may not get back your original investment. |
