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Richard Woolnough receives our new accolade

The Tilney Bestinvest Outstanding Achievement Awards were awarded to nine managers of nine funds – the funds that have received our research team’s coveted five-star rating for five years. The fact that only a small number of funds have achieved this shows that it is not an easy feat, and Richard Woolnough of the M&G Optimal Income fund is one of the managers awarded our accolade.

Lee Dooley Lee Dooley
27 February 2015

Woolnough is one of the industry’s top investment strategists and he has rarely put a foot wrong since the fund was launched in 2006. It is the least constrained fixed income mandate he runs, and it sits within the strategic bond peer group. Woolnough’s success is now reflected in assets under management – £25 billion in this mandate alone. Its popularity with investors has therefore made it one of the largest funds in the retail market, a distinction that doesn’t come without its challenges. However, it remains a high conviction, core proposition for investors seeking an allocation to fixed income.

Woolnough and M&G Optimal Income say of the achievement: “It’s a great honour to have been awarded a Tilney Bestinvest Outstanding Achievement Award for the M&G Optimal Income Fund. When we launched this fund back in 2006, we recognised there was a gap in the market for flexible bond funds, and so it is fantastic that the fund’s investment approach has garnered positive returns for investors and that the fund is rated highly by a well-regarded financial planning group such as Tilney Bestinvest.”

Woolnough writes for M&G Investments’ blog, ‘Bond Vigilantes’. You can read his posts here*.

You can invest now in this fund. Alternatively, to find out more and discuss your investments please call us on 020 7189 2400, request a call back or email us at

To discover the other managers who were awarded our Outstanding Achievement Award, please click here.

The value of investments, and the income derived from them, can go down as well as up and you can get back less than you originally invested. Past performance is not a guide to future performance. Different funds carry varying levels of risk depending on the geographical region and industry sector in which they invest. You should make yourself aware of these specific risks prior to investing. This is not advice to invest.

Bonds issued by major governments and companies will be more stable than those issued by emerging markets or smaller corporate issuers; in the event of an issuer experiencing financial difficulty, there may be a risk to some or all of the capital invested. Please note that historical or current yields should not be considered reliable indicators of future performance.

* This link leads to sites maintained by third parties, over which Tilney Bestinvest has no control over the content. This link is provided for your information and convenience.