The Fund aims to provide a higher total return (the combination of capital growth and income), net of the Ongoing Charge Figure, than that of a composite index over any five-year period. The composite index is made up of one third JPM EMBI Global Diversified Index, one third JPM CEMBI Broad Diversified Index and one third JPM GBI-EM Global Diversified Index. At least 80% of the Fund is invested, directly or indirectly through derivatives, in Emerging Market debt securities. These securities can be issued or guaranteed by Emerging Market governments and their agencies, public authorities, quasi-sovereigns, supranational bodies and companies that are incorporated, domiciled, listed or do most of their business in Emerging Markets. These securities can be denominated in any currency, including Emerging Market currencies.
Managed by:
Claudia Calich
Born in 1967 in Brazil, Claudia Calich obtained a BA and an MA in Economics from Susquehanna University in the USA and the International University of Japan respectively. Claudia began her career in 1999, as an emerging market strategist for OppenheimerFunds. In 2004, she joined Invesco as head of the emerging market debt team in New York. She then moved to M&G in October 2013. Claudia lists hiking, skiing, biking and gardening among her interests outside of fund management.
In 2022 M&G Wealth Platform maintained its financial strength rating of B+ (“Very Strong”) by AKG. “It can be difficult to differentiate in a crowded platform market. But the most successful platforms are those that do what they say they are going to do – and do it really well.
An emerging market bond—the fixed income debt that is issued by countries with developing economies as well as by corporations within those nations—have become increasingly popular in investor portfolios in recent years.
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.
The Emerging Market Bond Index (EMBI) is a benchmark index that measures the bond performance of emerging countries and their respective corporate organizations. The EMBI was first published by leading investment bank J.P. Morgan. An emerging market is a market economy that is currently in the growth phase.
M&G Recovery and Global Basics are top-quartile performers in their respective IMA UK All Companies and Global sectors over three-, five- and 10-year periods. M&G Sterling Strategic Bond and Global Dividend, which were both launched in the last five years, are top-quartile over a three-year period.
When basic caution is exercised, the rewards of investing in an emerging market can outweigh the risks. Despite their volatility, the most growth and the highest-returning stocks are going to be found in the fastest-growing economies.
Emerging Market Dividend ETFs focus on dividend-paying equities domiciled in various nations classified as emerging markets. Emerging markets are just beginning their economic expansions. The ETFs invest in a variety of market caps, nations, currencies and sectors according to their mandates.
Bond funds or mutual funds contain a pool of capital from investors through which the fund is actively managed and whereby capital is allocated to various securities. Bond ETFs track an index of bonds designed to match the returns from the underlying index and typically have lower fees than mutual funds.
M&G plc has an employee rating of 3.8 out of 5 stars, based on 605 company reviews on Glassdoor which indicates that most employees have a good working experience there. The M&G plc employee rating is in line with the average (within 1 standard deviation) for employers within the Finance industry (3.7 stars).
Among the opportunities in the fixed income markets in 2024, local-currency EM bonds may be one to consider for investors with a higher risk tolerance. The relatively high yields and likelihood of rate cuts by global central banks have created a tactical investment opportunity.
The best, if not only, way for an individual investor to access emerging market bonds is through a mutual fund or ETF. Many major brokers run funds built out of emerging market bonds, including Vanguard, JP Morgan and Fidelity.
Vanguard's active fixed income team believes emerging markets (EM) bonds could outperform much of the rest of the fixed income market in 2024 because of the likelihood of declining global interest rates, the current yield premium over U.S. investment-grade bonds, and a longer duration profile than U.S. high yield.
Fitch Ratings - London - 23 Jun 2023: Fitch Ratings has affirmed M&G plc's Long-Term Issuer Default Rating (IDR) at 'A+'. It has simultaneously affirmed M&G's main operating company, The Prudential Assurance Company Limited's (PAC), Insurer Financial Strength (IFS) Rating at 'AA-'. The Outlooks are Stable.
Prudential UK & Europe and M&G came together in 2017 and listed on the London Stock Exchange in 2019 as M&G plc, creating a new leader in savings and investments.
As at November 2022, M&G plc's financial strength is rated A by Standard & Poor's, A2 by Moody's and A+ by Fitch. Its Solvency II coverage ratio is 214%. M&G Wealth Platform is able to draw on the full resources and experience of M&G plc to inform our investment planning solutions and operational development.
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