M&G Wealth adds to model portfolio range

M&G Wealth has added a new range of six model portfolios focused on investing globally and incorporating environmental, social and governance (ESG) factors in its investment process.

The launch follows the company’s acquisition of investment manager TCF Investment announced in February 2022 and will supplement its current model portfolio services.

The six portfolios, tailored to different client risk profiles, have themes aligned with the UN (United Nations) sustainable development goals, including areas such as climate action, better health, and social inclusion.

Initially the new range will only be accessible through the M&G Wealth Platform. TCF’s existing model portfolio services—which includes a range of portfolios that invest in passive funds and a range that invests in a mix of active and passive funds—will continue to be available on other platforms, with existing bespoke adviser models supported and offered to new firms.

M&G Wealth will charge a discretionary investment management fee of 0.15% per year. The underlying product costs are between 0.52% to 0.58% per year and will vary over time based on the risk profile of each portfolio, changes in the funds used and the tactical asset allocation of the portfolio. The product costs represent the ongoing charging figure for the funds. This does not include transaction costs incurred with the fund.

Shanti Kelemen, Chief Investment Officer at M&G Wealth, said: “The launch of the Global ESG Themes model portfolio range is a key step to expand our range of planet-friendly investment solutions.

“Investing globally and utilising thematic funds can deliver competitive financial returns, as well as positive environmental and social outcomes. Long term themes are a powerful tool that help identify innovation, transformations, and developments focused on delivering better futures —all of which can be key drivers of long-term growth”.

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Notes to editors

OpenAbout M&G Wealth

M&G Wealth is part of M&G plc. It has 3 main parts, M&G Wealth Advice, M&G Wealth Platform, and a retail investment funds business, M&G Direct. 

M&G Wealth launched a HYBRID advice business - ‘MAP your future’ - in late 2021, initially to a part of its existing customer base, where clients, often with modest wealth and a simpler set of financial needs, will be able to get access to the advice that they are currently finding difficult to obtain – either because of the costs involved or the commercials commonly associated with an advice business (making it impractical for a business to offer services to lower sums invested). 

At the start of 2022 M&G plc also completed the acquisition of Sandringham Partners – an independent financial adviser. Sandringham is the independent advice arm of M&G Wealth. 

In January 2022 M&G plc announced a partnership agreement with Moneyfarm, a leading digital investment specialist, to provide direct investment services to UK consumers. M&G Wealth will use Moneyfarm’s existing technology, digital capabilities, and investment guidance journeys to back its own branded proposition. 

OpenAbout M&G plc

M&G plc is an international savings and investments business, managing money for both individual savers and institutional investors in 28 markets. As of 31 December 2021, we had £370 billion of assets under management and administration, around 5 million retail customers and more than 800 institutional clients. With a heritage dating back more than 170 years, M&G plc has a long history of innovation in savings and investments, combining asset management and insurance expertise to offer a wide range of solutions. We serve our savings and insurance customers under the Prudential brand in the UK and Europe, and under the M&G Investments brand for asset management clients globally.

OpenAbout TCF Investment

TCF Investment is a specialised Discretionary Fund Manager offering Model Portfolios to the UK Adviser market. TCF was launched in 2009 by Gary Mairs (formerly Insight Investment) and David DAN Norman (formerly Credit Suisse Asset Management). It brought together experts from across the investment industry that shared a passion to deliver straight forward, reliable, evidence-based solutions.

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