A mí también me ha costado decidirme salir del M&G Optimal Income. Lo tenía en cartera desde que empecé en esto de los fondos, pero creo que ha llegado el momento del "divorcio".
Lo he traspasado al BSF Fixed Income Strategies A2 EUR LU0438336264, que espero cumpla su función en la parte conservadora de mi cartera.
Creo que la opinión de Trustnet puede interesar a bastantes foreros:
The strategic bond funds beating Richard Woolnough at his own game
M&G’s Richard Woolnough is regarded as one of the very best bond managers in the business and has attracted the assets to reflect this, but there are a number of his peers that have outperformed on a range of metrics without growing too large.
Woolnough was recently named FE Alpha Manager of the Year. He picked up this accolade in reflection of his ability to consistently add value over the market cycle on both absolute and relative points of view.
But the growing size of the fund may be off-putting to some and FE’s analysts do notes that its swelling assets are becoming “more and more constraining”, which may limit the manager’s ability to find investment opportunities of a suitable size.