Choosing your investment options

Choosing your investment with M&G couldn’t be easier. There are a number of ways to invest in our funds, including directly in an OEIC fund or through a tax-efficient ISA.

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

ISAs

An Individual Savings Account (ISA) is a tax-efficient investment vehicle in which you can hold a range of investments, including shares in funds and cash.

Junior ISAs

Junior ISAs are a flexible, simple and tax-efficient way for you to save for a child’s future. Investments in a Junior ISA can only be accessed by the child when they reach the age of 18.

OEICs

Open-Ended Investment Companies (OEICs) enable investors to invest in financial markets through a managed fund operated by a professional fund manager.

Regular savings plans

Regular savings plans offer a simple way to invest as much as you would like, outside of The M&G ISA.

Get financial advice

If you’re looking to invest, buy a financial product or plan for the longer term, whether or not you need financial advice will depend on a number of factors such as what product(s) you are looking for, your personal and financial circumstances and your goals.

Switching and transferring products

Switching between M&G products and funds

If your circumstances change, there is a good chance your investment needs will change too. We offer you the flexibility to switch between M&G funds and M&G products so that you can keep your investments in line with your financial needs.

Transfer your ISA or Junior ISA to M&G

You can transfer an existing ISA or Junior ISA to M&G from your current provider whenever you like.

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.


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