M&G Investments

The active expert

A global asset manager with a long history of actively investing and innovating across both public and private markets.

Significant scale and global presence

We’re part of M&G plc, an international savings and investment business, with the shared purpose to help people manage and grow their savings and investments, responsibly.

We offer access to a broad range of capabilities that span both public and private assets, including fixed income, equities, multi-asset, real estate, private credit, infrastructure and private equity.

Globally we manage over CHF 344bn* on behalf of individual and professional investors including banks, pension funds, insurers, sovereign wealth funds, family offices and advisors.

• CHF 140 bn – Public fixed income*
• CHF 84 bn – Private and alternative assets*
• CHF 113 bn – Equities and multi-asset*

*as at 30 June 2023

We’re among the largest managers of private assets in Europe. We’re also recognised for our global fixed income expertise, a long track record in multi-asset solutions, and a strong heritage in innovating in equities, including a growing range of sustainability-driven thematic equity funds.

This scale can give us unrivalled access to investment opportunities across public and private markets. We provide a wide range of funds and bespoke solutions to our clients, including segregated mandates, joint ventures and co-investment opportunities. 

Focused on our clients

Our clients are at the centre of everything we do.  And this focus on their needs is supported by our structure as part of M&G plc. Managing money for our internal client creates a strong alignment of interest and a deep understanding of our clients’ objectives.  We use this to build long-term relationships as needs evolve over time, through a strong culture of collaboration and innovation.

We also understand that alongside delivering investment performance, it is critical to provide exceptional client service.  Whether this is through events, webcasts, market commentary or performance updates, our priority is to keep our clients informed – whatever markets may be doing.  We also regularly share our insights into investment markets direct from the investment floor, such as via our award-winning Bond Vigilantes blog. (highlighted text to be linked to: https://bondvigilantes.com/ )

A strong heritage of innovation

M&G Investments is built on foundation of innovation since launching Europe’s first ever mutual fund back in 1931.  Since then, we have continued to innovate, adapting to an ever-changing investment landscape.  We constantly develop our capabilities to provide the best investment opportunities for our clients across public markets and in private assets.

Benefits of our structure

• Innovation across public and private markets
  • Seeding of new capabilities, building expertise, recruiting talent and expanding range
• Insurance heritage
  • Understanding of requirements and deep expertise in managing risk.
  • Working with insurers, pension schemes at different stages.
  • A long term perspective
• Benefits of scale
  • Resources – one of the largest credit research teams in Europe across public and private markets.
  • Unrivalled access – across public assets with companies and private asset deal flow

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.

Sustainable investing

Sustainable investing involves making investment decisions incorporating Environmental, Social, and Governance (ESG) factors whilst trying to have a positive effect, or reduce negative effects, on the environment and society through active ownership and portfolio construction. Find out more about sustainable investing at M&G (highlighted text to be linked to: https://www.mandg.com/investments/professional-investor/en-ch/sustainable-investing)