Important information :
The Fund aims to achieve its investment objective by investing at least 70% of its assets in corporate and government bonds, cash and near cash, asset-backed securities and preference shares denominated in any currency globally, including emerging markets.
Investments in fixed income securities are subject to interest rate, volatility, credit, sovereign and downgrade risks etc. Investments in below investment grade, unrated and/or high yielding debt instruments are subject to lower liquidity, higher volatility and greater risk of loss of principal and interest than high-rated debt securities.
The Fund may invest in asset-backed securities. Asset-backed securities may be subject to greater credit, liquidity, interest rate risk, and volatility compared to other debt securities.
Debt instruments with loss-absorption features such as contingent convertible debt securities and senior non-preferred debts are typically subject to the risk of being written down or converted to ordinary shares upon the occurrence of pre-defined trigger events and may result in a significant or total reduction in the value of such instruments.
The Fund may invest in financial derivative instruments. Investors should note exposure to derivatives may involve additional risks (e.g. counterparty, liquidity, volatility, leverage and over-the-counter transaction risks).
The Fund may invest in investments denominated in currencies other than the fund's base currency and subject to currency and exchange risk. The fund may use derivatives to hedge currency risk. The use of derivatives may not be effective in offsetting the change in value of the currency.
Certain share classes of the Fund may make distribution out of capital. Payment of dividends out of capital and/or effectively out of capital amounts to a return or withdrawal of part of an investor’s original investment or from any capital gains attributable to that original investment. Any such distributions may result in an immediate reduction of the NAV of the share class on the ex-dividend date.
Investors should not rely solely on this material and should read the offering documents of the Fund for further details including the risk factors.
A global, diversified strategy seeking to maximise total return through all stages of the economic and credit cycles, while trying to hedge unwanted and unrewarded interest rate and currency risks.
With credit spreads near historically tight levels, today’s market demands a selective and flexible approach.
Patience and selectivity are crucial as market conditions evolve.
Identify value across the global credit spectrum.
Combines yield potential with high-quality credit.
Diversified portfolio of 500+ high-quality bonds across regions and sectors, with a strong focus on European credit
Focusing solely on bottom-up credit selection to deliver returns and add value through active management
100% duration-hedged target, aiming to mitigate interest rate volatility, ideal for uncertain macro environments
A cash + 3-5% performance target over a market cycle
One of the largest and most experienced fundamental credit research teams in Europe, with over 50 credit analysts
Source: M&G Investments, March 2026. The views expressed in this document should not be taken as a recommendation, advice or forecast.
Investment Grade Bond – Global
Global Aggregate Bonds (3 years)
Global Aggregate Bonds (10 years)
Award is not an indicator of future performance.
Source: Asian Private Banker Asset Management Awards for Excellence 2026 is issued by Asian Private Banker in the year specified, reflecting the performance as at 31 August of the previous year. Asia Asset Management 2026 Best of the Best Awards are issued by Asia Asset Management in the year specified, reflecting performance over 3 years, and 10 years period as at 30 September of the previous year.
Our approach to credit works through the cycle. It is not dependent on market liquidity and can be especially effective, particularly when the market experiences episodes of volatility, illiquidity, fear, panic or turmoil.
Investment involves risk and may not be suitable for everyone. Past performance is not indicative of future performance. The value and income from the investment can fluctuate and is not guaranteed. Investors may not get back the amount they invested. Investment returns not denominated in US/HK dollar will expose US/HK dollar-based investors to exchange rate fluctuations. Fund performance will be available after the Fund has attained a 6-month investment track record. Where no past performance is shown there was insufficient data available in that period to provide performance. All periods longer than one year are annualised. M&G Investments (Hong Kong) Limited has been appointed as the Hong Kong Representative of the funds mentioned herein. Please refer to the offering documents for further details including the risk factors.
The website should not be taken as a solicitation, offer, recommendation or advice of any security or investment service. If you are in any doubt about the contents of this website, you should seek independent professional advice.
This website is intended for person located in Hong Kong.
This website is general in nature and is for information purposes only. The website is issued by M&G Investments (Hong Kong) Limited and has not been reviewed by the Securities and Futures Commission.
