Skip to content

Equities

Contents

For more information on the financial terms used in this page, please consult the glossary.

Who are we?

Back in 1931, M&G pioneered the UK’s first mutual fund allowing people to pool their money together to invest in a portfolio of British blue-chip company shares. Since then, we’ve built an equities business and reputation around investment integrity, original thinking and innovation.

Today, our capabilities span the breadth of active strategies to investing in equities, or company shares.

What are equities?

Equities are shares of ownership in a company. When you buy equities, also known as shares, you're effectively becoming a part owner of that business. The fortunes of that company will typically be reflected in its share price, so if it does well the value of your shares should rise. Shareholders can also earn an income if a company pays out dividends. These generally represent a share in the company’s profits and can often vary depending on how the business is performing.

What do we do?

We take a conviction-led, long-term approach to investing in equities. We believe company fundamentals, rather than economic cycles or market sentiment, drive share prices over time.

We aim to deliver the best returns to investors seeking capital growth and income through active management of our funds.

How do we deliver?

Our culture combines flair and discipline for the purpose of delivering the best possible outcomes, balancing risk and reward, for our customers.

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.

Our range

While each fund differs in terms of its specific investment strategy, they can be grouped into different categories, according to their characteristics.

Building block funds

Funds within the equities and fixed income asset classes are what we consider 'building block' funds. Funds within these asset classes should be held as part of a wider investment portfolio. In other words you should consider creating a ‘diversified portfolio’, where an investment portfolio is spread across a blend of asset classes like equities and bonds. As different asset types are likely to perform well at different times and in different market conditions, investing in a good mix means you won't have ‘all your eggs in one basket’ and could mean more consistent returns over the long term too.

To help you easily identify our 'building block' funds you will see the following icon displayed on the fund pages of our building block funds.

For more information, please view our M&G Guide to Equities

Our equities funds

Equity strategies that seek to deliver returns investing in the Asia-Pacific region

Equity strategies that seek to deliver returns from investing in Europe.

Equity strategies that seek to deliver returns investing globally

Equity strategies designed to deliver measurable positive impact alongside long-term financial returns

Sustainable investing involves making investment decisions incorporating Environmental, Social, and Governance (ESG) factors whilst trying to have a positive effect, or reduce negative effects, on the environment and society.

Equity strategies that seek to deliver returns investing in the UK

Equity strategies that seek to deliver returns investing in the US

Choosing a fund

Like any investment, you should carefully consider if investing in equities fits with your personal aims and objectives before investing. Importantly, you should also check that the profile of the funds match your own investment timeframe and appetite for risk and reward. You can find out more about the risks you need to consider before investing in our KIIDs.

Our equities funds are what we call ‘building block’ funds – funds that you should hold only as part of a wider investment portfolio. You should also consider creating what’s called a ‘diversified portfolio’, meaning an investment portfolio that is spread across a blend of asset classes like equities, bonds and property. As different asset types are likely to perform well at different times and in different market conditions, investing in a good mix means you won't have ‘all your eggs in one basket’ and could mean more consistent returns over the long term too.

Find out more about diversification in our handy M&G Guides.

Before selecting funds you should read an up-to-date version of your chosen fund's 'Key Documents': Key Investor Information Document (KIID), Prospectus and the Consumer-Facing Disclosure (CFD). These can be found on each fund page and provide important information to help you understand the funds. The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. We are unable to give financial advice. If you are unsure about the suitability of your investment, speak to your financial adviser. The views expressed here should not be taken as a recommendation, advice or forecast.

Contact the team

Contact us