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Bestinvest

M&G Optimal Income - new rating

By ROBERT HARLEY 29/08/2008

M&G Optimal Income - new rating by Robert Harley

This is a total return, fixed income mandate which enables the manager to invest across the full bond spectrum, with minimal formal constraints on the allocation between investment grade and high yield debt. The fund carries no specific yields targets, with the emphasis very much on maximising total returns whether these are through capital appreciation or income. The fund mandate also enables the manager to make use of financial derivatives to take short and long synthetic positions in credit and rate markets.

We believe the concept of this best ideas mandate, combined with the experience and track record of the underlying manager and resources of the M&G Group represents a strong investment proposition. The fund is awarded a 3 star rating.

 
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