How to invest in The M&G Unit Trust Before investing always remember to read and retain the Key Features (3 MB). You will require Adobe Acrobat to view this document. These Key Features cover everything you need to know about the Property Portfolio including fund details, charges, pricing and our transaction processes. You may also wish to seek financial advice regarding the suitability of your investment. We are unable to give advice. (If you are unsure about the suitability of your investment, speak to your Financial Adviser).
If you would like to invest in the M&G Property Portfolio, you can:
Make a lump sum payment
You can make a lump sum payment via Switch/Maestro or Delta debit card. Please note that a maximum transaction size of £30,000 applies to Sterling Class X Units, but this may be waived at our discretion. Find out more about investment limits for lump sum payments.
Switch between M&G funds
Move or ‘switch’ between M&G OEIC/unit trust funds if your current M&G fund no longer meets your needs. Please note that we recommend that you confirm any charges applicable to your switch and which day's price you will receive by calling our Website Helpline or reading the relevant product Key Features (3 MB) prior to making this transaction.
Order a share exchange information pack
If you wish us to sell your existing share holdings and reinvest the proceeds into the M&G Property Portfolio. Find out more about the Share Exchange Scheme.
With M&G you can invest online, by phone or by post. Find out how to invest.
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