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Audience

Our macro and multi-asset investment strategies

The M&G Episode Multi Asset strategy range offers investors a set of five strategies, each with a particular blend of asset classes, while following our distinctive investment philosophy. Each strategy has its own unique portfolio construction, thereby offering a set of managed portfolios that can suit a range of investment needs.

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.

There is no guarantee the objective will be achieved.

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For further information about our multi-asset investment opportunities.

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M&G Episode Macro strategy

Fund managers: Dave Fishwick and Eric Lonergan

The fund aims to deliver a higher total return, with lower volatility on average, than global equities over the medium to long term.

It also:

  • Has the potential to generate positive returns whether markets go up or down
  • Is not bound by any sense of neutrality or benchmark, with neutral allocation 100% in cash 
  • Is our most flexible fund which allows investors to delegate all asset allocation decisions to the fund managers, who will position the portfolio long or short of liquid assets anywhere in the world depending on their macro views. It can use currency as a source of returns
  • Uses the Episode investment process and is extremely agile, with a focus on limiting volatility
  • Has fund managers with a proven track record of managing risk in the fund during periods of extreme market turmoil

 

Please see the M&G Episode Macro Fund brochure, which describes the fund in more detail, or contact us.

Need further information?

  • Macro and multi-asset investment business enquiries

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