The M&G Share Exchange SchemeThe M&G Share Exchange Scheme

As a shareholder, while you may already know of the potential advantages of investing in equities, you may also be aware of some of the disadvantages of holding individual shares. A portfolio that is made up of just a few different individual shares leaves you with all your eggs in one basket, and your investment exposed to a greater degree of risk than a more diversified portfolio containing several different asset classes. It can also be expensive to buy and sell individual shares and they do not provide you with the extensive research capabilities that you would benefit from when investing with a specialist investment manager such M&G.

The M&G Share Exchange Scheme offers you an easy way to turn your individual shares or gilts into an investment in an M&G fund, so you can enjoy all the advantages of a ‘pooled’ investment and the peace of mind of having an expert fund manager looking after it for you.

As you may know, the beauty of a pooled fund is that it can spread the risk to your investment across different companies or asset classes, over many different sectors, regions and countries. So, even if one of the holdings in the fund underperforms, the others should cushion the blow.

Prices may fluctuate and you may not get back your original investment.

How does the Share Exchange scheme work?

I just want to

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ISA application form (512 KB)

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Fund information
Share classes

 

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.