The information in this site is intended for authorised charities in the United Kingdom only. 

The website is operated by M&G Securities Limited on behalf of itself, Charities Investment Managers Limited and the Trustees of Charibond. M&G Securities Limited is the managing agent for Charities Investment Managers Limited and the fund manager of Charibond.

The information provided is directed at authorised charities in the United Kingdom and is not to be regarded as an offer to buy or sell, securities or investments. Charibond is available for investment by registered charities in the United Kingdom allowed to invest in common investment funds.

Please click the appropriate button to the right to confirm that you are an authorised charity and wish to continue.

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Audience

Forms and literature

Welcome to our online literature library, giving you access to numerous M&G literature items, Key Investor Information Documents, application forms and more. You can read and download these items or where available, order copies to be sent to you by post.

Key Investor Information Documents (KIIDs)

These documents provide you with key investor information about a fund. It is not marketing material. The information is required by law to help you understand the nature and the risks of investing in a fund. You are advised to read it so you can make an informed decision about whether to invest. KIIDs and Instruments of Incorporation relate to the M&G OEIC fund range. 

Please also read the Important Information for Investors document in conjunction with the KIIDs. This contains details about how to invest, together with our terms and conditions and your rights as an investor You may also like to view the ongoing charge history and objective history of our funds.

Please Note:
The Packaged Retail and Insurance based Investment Products regulation, also known as PRIIPS,  requires you to read a Key Information Document before you invest in M&G Charity funds.
Find out further information about the impact of the PRIIPs regulation on your charity investment. We are also making available the Important Information for Investors in M&G Charity Funds document, which includes M&Gs Terms and Conditions.

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Literature type

  • Application forms
  • Brochures
  • Factsheets
  • Forms
  • Fund reports
  • General forms
  • Guides and Brochures
  • Important Information for Investors
  • Instruments of Incorporation
  • KIIDs
  • Monthly Fund Reviews
  • OEIC
  • Prospectuses
  • Sales aids
  • Switching and transfer forms
  • The M&G ISA
  • The M&G Junior ISA
  • The M&G Savings Plan

Asset class

  • Equities
  • Fixed income
  • Fixed interest
  • Multi-asset

Showing all 76 documents:

Type Document name Order Download
PDF Change of registered address form
PDF Charibond - Annual Long Report
PDF Charibond - GBP A - Monthly Fund Review
PDF Charibond - Interim Long Report
PDF Charibond Key Information Document
PDF Charibond Letter - Annual
PDF Charifund - Annual Long Report
PDF Charifund - GBP A - Monthly Fund Review
PDF Charifund - Interim Long Report
PDF Charifund / Charibond pack (for order only)
PDF Charifund Letter - Annual
PDF Direct Debit instruction - Charibond
PDF Direct Debit instruction - Charifund
PDF M&G Additional Contributions Form
PDF M&G Charibond - Application Form
PDF M&G Charibond - Factsheet
PDF M&G Charibond - Sales Aid
PDF M&G Charifund - Application Form
PDF M&G Charifund - Factsheet
PDF M&G Charifund - Key Information Document
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