Making an investment

All forms can be downloaded from our application forms page.

The minimum initial lump sum investment into an M&G fund is £500. For regular investment amounts and additional lump sums, the minimums depend on the product and the fund invested in. Full information can be found in our Important Information for Investors document. There are no maximum investment limits.

For most M&G funds, investors can choose between Sterling Class A Shares, Sterling Class I Shares and Sterling Class R Shares (for advised customers only). Each has a different level of charges and minimum investment. Each share class has been designed with different investment needs in mind. Details on charges can be found in the Key Investor Information Documents and the minimum investment limits can be found in the Important Information for Investors document.

This information can be found on our Transfer your ISA to M&G page. 

Once you have invested with M&G, you will receive a welcome pack through the post. This will contain a Welcome Brochure and a formal acknowledgement detailing the investment that has been made. Please check this document carefully.

The KIID describes 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. You can find this document in our Fund Centre. 

This document is not specific to individual funds and provides information on the products where you can invest in M&G funds. It also contains M&G’s Terms and Conditions. You can find this document in our Literature Library.

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.