A personalised investment update and statement for the period 5 April 2020 to 5 October 2020 is being mailed to investors between 26 October 2020 and 30 October 2020.
The statement booklets include a personalised statement for the review period, and a summary of costs and charges deducted from your investment over the past 12 months ending 5 October 2020.
Fund information for each M&G fund can be accessed via the Funds page.
This section contains answers to some of the most common questions we receive from our investors, and potential queries you may have. If the information you need is not included below, please contact our Customer Relations team.
We removed the ‘Review of markets’ and the ‘Fund details’ pages from the October 2017 Statements booklet. This was due to feedback received from investors on what they mainly view in their statement booklets and the information they would like to receive. Feedback highlighted that many investors mainly look at their investment values and then go online to find out further performance details.
You can access all the information previously contained on the Fund details page via the Funds page.
We have removed M&G branding from all envelopes that contain customer sensitive information to help prevent fraud and protect personal investment information.
Although a great idea, fund reports are mailed six-monthly in accordance with each fund's distribution period. As these periods are spread out across a full calendar year, they unfortunately do not coincide with the statement period (which we believe is the most appropriate time of year for statements, ie the end and mid-point of a tax year).
The mailing is very cost efficient: