M&G Optimal Income Inclusive - Class X - Income (GBP)
Our view on this Fund
This fund does not feature on our Wealth 50 list of what we believe are the best funds in each sector. If a fund is not within our Wealth 50 this is not necessarily a recommendation to sell. However, if you are thinking of adding to your investments we believe Wealth 50 funds are superior alternatives. View funds on the Wealth 50 »
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.