The information in this site is intended for investment professionals who are (1) a non-U.S. person, (2) a U.S. broker-dealer, U.S. bank, U.S. trust company, U.S. insurance company, U.S. savings institution, or a Qualified Institutional Buyer located in Florida, in Texas, in New Jersey or in New York, (3) a SEC registered investment adviser located in New York, or (4) any of the above acting as fiduciary and accessing this website only for the benefit of its “offshore clients”.

M&G Funds are available for Investment Professionals and Professional Investors only.  No other persons may rely on the information found on this website or the materials available herein.  Materials and information found on this website are not for onward distribution.

We recommend that you read our 'Terms & Conditions' before browsing the site. 

The information and materials found on this website are for informational purposes only and are not an offer to sell or purchase interests in any M&G Fund in Texas nor in any state or other jurisdiction in the United States.

Shares in M&G Funds have not been and will not be registered under the United States Securities Act of 1933, as amended, or registered or qualified under the securities laws of any state of the United States and may not be offered, sold, transferred or delivered, directly or indirectly, to any investors within the United States or to, or for the account of, US Persons, except in certain limited circumstances pursuant to a transaction exempt from such registration or qualification requirements. The Funds will not be registered under the United States Investment Company Act of 1940, as amended. Any offer to sell or purchase of any interest in an M&G Fund must be made pursuant to local laws of the relevant jurisdiction in which such interests are offered. M&G Funds are not registered for distribution in Canada. M&G cannot accept any subscriptions into its Funds from investors resident in Canada.  The views expressed within this website do not necessarily reflect the views of the M&G Group as a whole or any part thereof.

 

Offshore clients” are defined as (i) natural persons who are not U.S. residents and if U.S. citizens that are not U.S. residents, that have (a) US $500,000 or more under management with the fiduciary, or (b) who with their spouse has a net worth in excess of US $1,000,000, (ii) entities organized or incorporated outside the U.S. and that are not engaged in trade or business in the U.S. for U.S. tax purposes, or (iii) entities organized or incorporated outside the U.S. all the outstanding voting securities of which are beneficially owned by the persons described in (i) or (ii).

“Qualified Institutional Buyer (QIB)” is a corporation that is deemed to be an accredited investor as defined in the Securities and Exchange Commission’s (SEC) Rule 501 of Regulation D. QIB own and invest a minimum of $100 million in securities on a discretionary basis save in respect of broker-dealers where the  threshold is $10 million.

Please select the option on the right to confirm that you are an investment professional who is fits into one of the eligible categories listed.

This site uses cookies

The cookies settings on this website are set to ‘allow cookies’ to give you the best experience of our website. If you would like to find out more about cookies or change your settings, please refer to our Privacy & Cookies policy. By clicking to accept you are an investment professional meeting the aforementioned parameters and proceeding beyond this page, you are agreeing to our use of cookies

Audience

Our investment capabilities

M&G Investments has been managing money on behalf of individual and institutional investors in the UK since 1931 and in Latin America since 2006.

Read more

Contact us

For further information on our products and services please contact us.

Contact

Investment principles

Whatever the economic conditions, our view is that there are always opportunities to be found for the investor who knows where to look.

The value of the fund's assets will go down as well as up. This will cause the value of your investment to fall as well as rise and you may get back less than you originally invested.

 

M&G Funds are available for Investment Professionals and Professional Investors only. No other persons may rely on the information found on this website or the materials available herein. Materials and information found on this website are not for onward distribution. The information and materials found on this website are for informational purposes only and this website is not a solicitation to buy nor an offer to sell securities or an offering of securities to any person in any state or other jurisdiction in the United States. Shares in M&G Funds have not been and will not be registered under the United States Securities Act of 1933, as amended, or registered or qualified under the securities laws of any state of the United States and may not be offered, sold, transferred or delivered, directly or indirectly, to any investors within the United States or to, or for the account of, US Persons, except in certain limited circumstances pursuant to a transaction exempt from such registration or qualification requirements. The Funds will not be registered under the United States Investment Company Act of 1940, as amended. Any offer to sell or purchase of any interest in an M&G Fund must be made pursuant to local laws of the relevant jurisdiction in which such interests are offered. The information in this website is directed only to certain persons in Florida, New Jersey, New York or Texas as permitted under state law or regulation. Offers and sales of M&G Funds will not occur in any state or other jurisdiction in the United States, except that if an offer or sale of the M&G Funds occurs in Florida, New Jersey, New York or Texas, such offer or sale will occur only pursuant to an available exemption in Florida, New Jersey, New York or Texas. M&G Funds are not registered for distribution in Canada. M&G cannot accept any subscriptions into its Funds from investors resident in Canada.