M&G Optimal Income: Don't Worry About Outflows

FUND IN FOCUS: The popular M&G Optimal Income has seen money flow out for a number of reasons but this hasn't hampered Morningstar's conviction in the Silver-rated fund

Ashis Dash 12 November, 2015 | 9:41AM

 

Ashis Dash: The M&G Optimal Income fund [rated Silver] has seen outflows through the course of 2015, reducing assets under management by about a quarter since January. We believe the primary reason for this has been the fund’s underperformance over the last two years. Furthermore, the fund is one of the largest in its Morningstar category and is widely held by European retail investors who tend to be more sensitive to short term performance and hence more active in their asset allocation. 

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
M&G Optimal Income GBP A Acc216.91 GBP0.08

About Author

Ashis Dash  is a Morningstar Fund Analyst

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