Please refer to our Junior ISA section for further information.
Please refer to our invest with M&G page for further information.
This information can be found on our transfer your ISA to M&G page.
The KIID is a two-page document describing the key information you need to know about a fund before you invest, such as the nature of the fund, its charges, and the risks associated with investing into it. Information contained in the KIIDs is required by law and enables easy fund comparison across different asset management companies. Each share class and share type of every fund will have a KIID. The information is concise and specific, so it’s quick and easy to decide if the fund meets your needs.
The Important Information for Investors document is not specific to individual funds, and provides information on the products within which you can invest in M&G funds. It also contains M&G’s Terms and Conditions.
Once you have invested with M&G, you will receive a welcome pack through the post. This will contain a Welcome Brochure and, most importantly, a formal acknowledgement detailing the investment that has been made. Please check this document carefully.
The minimum initial lump sum investment into an M&G fund is £500. Minimums for regular investment amounts and additional lump sums vary according to the product and fund invested in. Full information on minimums can be found in our Important Information for Investors document.
There are no maximum investment limits.
All forms can be downloaded from our Literature Library.
You are required to read the KIID and the Important Information for Investors document so that you have all the information you need to make your investment decision about M&G products and M&G funds, prior to investing. It is a Financial Conduct Authority requirement that investors must receive and read both documents before investing.