August 2018

Risk, Risk Profiling and Risk Tolerance.

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Introducing the M&G Global Target Return Fund

FinaMetrica Pty Limited - Friday, 10 August 2018

For Investment Professionals Only

We are pleased to announce that the M&G Global Target Return Fund is now mapped to FinaMetrica risk tolerance scores. The fund, managed by Tristan Hanson, is the most recent addition to M&G’s multi-asset range. Tristan is supported by the M&G Multi Asset team, who together have more than 200 years of experience and manage more than £18 billion of assets.

(Source: M&G as at 30 June 2018.)

Key fund features

• Multi-asset, absolute return fund.
• Strong focus on minimising volatility and monthly losses.
• Flexible, globally diversified portfolio designed to navigate uncertain market environments.

Whatever the market environment, our aim is to smooth the journey

•  The M&G Global Target Return Fund launched in December 2016 in response to the challenges today’s investors face in protecting their capital and constructing an effectively diversified portfolio.

•  It seeks to benefit from both rising and falling markets through its ability to go net long or net short of any asset class globally.

•  The fund targets combined income and capital growth of at least three-month GBP LIBOR plus 4% a year before any charges are taken, over any three-year period and in any market conditions.

The value of investments and the income from them will rise and fall. This will cause the fund price, as well as any income paid by the fund, to fall as well as rise. There is no guarantee the fund will achieve its objective and investors may not get back the amount they originally invested. Changes in currency exchange rates will affect the value of investments.

The fund allows for the extensive use of derivatives.

More information
 

For financial advisers only. Not for onward distribution. No other persons should rely on any information contained within.

This Financial Promotion is issued by M&G Securities Limited which is authorised and regulated by the Financial Conduct Authority in the UK and provides ISAs and other investment products.

The company’s registered office is Laurence Pountney Hill, London EC4R 0HH. Registered in England No. 90776.

Posted: 10/08/2018 2:44:55 PM by FinaMetrica Pty Limited | with 0 comments