Some of the funds available within The M&G ISA have Class X Shares. Class X Shares allow you to invest with no initial charge but with a diminishing exit fee which disappears completely after five years. Please remember that there may also be an annual management charge.
Click here to find out more about the share classes available within The M&G ISA.
Alternatively, some funds have Class A shares. Class A shares have a varying initial charge. You qualify for a 1% discount on the 4% initial charge funds, if you invest a lump sum online. Please see the table below for the funds that attract this discount and please note that you must be an investor without an adviser to qualify for this discount and there maybe an annual management charge. (Please note that the European Special Situations Fund, the European Strategic Value Fund, the Global Convertibles Fund and the Optimal Income Fund do not attract the 1% online discount.)
In addition, some funds have an initial charge of 3% and 0% for Class A shares. Please see the tables below for these funds. Please note there is no discount on these funds.
This offer cannot be used in conjunction with any other offer and it excludes switches between funds or products. We recommend that you contact us for details of any discounts available if you are switching between funds or products. Alternatively, please see the relevant product key features.