Unit Classes available Unit Classes available

There are four unit classes available for investment in a unit trust:

Sterling Class A Units - have an initial charge of 5% and a minimum initial investment size of £1,000.

Sterling Class X Units - no initial charge and an exit fee. The exit fee reduces depending on how long you hold the investment and after five years there is no exit fee at all. The minimum initial investment is £1,000.

Sterling Class S Units - no initial charge and no withdrawal fee and a minimum initial investment of £100,000.

Sterling Class R Units - an initial charge of 5% and a minimum initial investment of £100,000.


There are two unit classes available for investment in the M&G ISA:

Sterling Class A Units - an initial charge of 5% and a minimum initial investment size of £1,000.

Sterling Class X Units - no initial charge and an exit fee. The exit fee reduces depending on how long you hold the investment and after five years there is no exit fee at all. The minimum initial investment is £1,000.

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Issued by M&G Securities Limited and M&G Financial Services Limited which are subsidiaries of M&G Limited. M&G Limited is incorporated and registered in England. Registered Office: Laurence Pountney Hill, London, EC4R 0HH. Registered in England No. 1048359. Registered for VAT, number GB235 3237 81. Both M&G Securities Limited and M&G Financial Services Limited are authorised and regulated by the Financial Services Authority and provide ISAs and other investments. M&G Securities Limited is registered on the FSA's register, No. 122057 (www.fsa.gov.uk/register). Registered Office Laurence Pountney Hill, London, EC4R 0HH. Registered in England No. 90776. M&G Financial Services Limited is registered on the FSA's register, No. 122058 (www.fsa.gov.uk/register). Registered Office Laurence Pountney Hill, London, EC4R 0HH. Registered in England No. 923891. Both companies are registered for VAT, number GB235 3237 81.