M&G Optimal Income Class I - Income (GBP)





Our view on this Fund
This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »
This fund's run by the experienced and capable Richard Woolnough. He has the freedom to invest across global bonds markets, and he can even invest part of the fund in shares when he thinks they'll do better than bonds. This makes it a more adventurous option, aimed at those happy to take a bit more risk for potentially higher returns.
Richard Woolnough's wider economic and sector views tend to drive performance. He's got a good record of getting the big calls right, although he isn't successful every time. We think he'll do a good job for long-term investors. But the fund's ongoing charges are relatively high. We think there are other options in the sector that have great potential, but also come with lower charges.
Our view on the sector
Performance Analysis
Investment Philosophy
Process and Portfolio Construction
Manager Track Record Based on HL Quantitative Research
Fund Track Record
04/03/16 to 04/03/17 | 04/03/17 to 04/03/18 | 04/03/18 to 04/03/19 | 04/03/19 to 04/03/20 | 04/03/20 to 04/03/21 | |
---|---|---|---|---|---|
Annual return | 11.93% | 4.33% | -0.10% | 3.05% | 6.62% |
Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.
Fund Management Group Comment
Information about the fund
