Selected 2 - Summer Issue

Selected 2 - Summer Issue

A Tenet Group Publication

Issue 2 Summer 2018

SPECIAL FEATURES All clear on the MiFID front? GDPR – It’s here!

OTHER FEATURES How sophisticated does my Financial Sophistication assessment need to be? Events coming up this summer… Farewell TVAS, my old friend

TENET COMMUNITY A project worth pedalling

Creating positive tension…

FEELING IN CONTROL OF YOUR CLIENTS’ FINANCIAL FUTURE IM GINE M&G Multi-Asset

The Latest Provider Support Offering insight into market conditions and adviser opportunities

M&G Episode Income Fund Targeting income and capital growth

The M&G Episode Income Fund forms part of M&G’s multi-asset ‘episode’ range, and aims to generate a growing level of income over any three-year period and to grow capital by 2%-4% pa over any three-year period.

Aims to deliver

Delivered

over any three-year period e

2%-4% over any three- year period

4.3% Since launch*

3.3%

(a) The historical yield reflects distributions declared over 12 months as a percentage of the share price at the end of the period. It does not include any preliminary charges and investors may be subject to tax on their distributions. Source of ‘delivered’ figures: M&G, Morningstar, Inc., 30 April 2018, sterling class I Inc shares, price-to-price. The fund’s sterling I class shares launched on 3 August 2012. Performance >Page 1 Page 2 Page 3 Page 4 Page 5 Page 6 Page 7 Page 8 Page 9 Page 10 Page 11 Page 12 Page 13 Page 14 Page 15 Page 16 Page 17 Page 18 Page 19 Page 20 Page 21 Page 22 Page 23 Page 24 Page 25 Page 26 Page 27 Page 28 Page 29 Page 30 Page 31 Page 32 Page 33 Page 34 Page 35 Page 36 Page 37 Page 38 Page 39 Page 40

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