Investing with M&G for the first time

Before you invest

Make sure you read the most up-to-date version of your fund’s Key Documents, including:

• Key Investor Information Document (KIID)
• Prospectus
• Consumer-Facing Disclosure (CFD) – for funds with sustainability characteristics or a sustainability label

All of these Key Documents are available in our Fund Centre. You should also review the Important Information for Investors document, which includes M&Gs Terms and Conditions.

These documents provide you with information about your investment, including the fund’s different share classes – make sure you choose the appropriate one for you. They also explain fund charges, including the ongoing charge, a deduction from your fund which M&G makes to cover the costs of investment management and administration. Additional fund information can be obtained from the Costs and charges illustration, and Annual or Interim Fund Reports.

If you’d like a free, up-to-date copy of any of these documents, call our Customer Relations team on 0800 390 390 from 08:00 to 18:00 Monday to Friday and from 09:00 to 13:00 Saturday*.

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. The views expressed on this page should not be taken as a recommendation, advice or forecast. We are unable to give financial advice. If you are unsure about the suitability of your investment, speak to your financial adviser. Past performance is not a guide to future performance.