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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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.


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Literature type

  • Application forms & Key Features (Charibond/Charifund)
  • Brochures
  • Circular
  • Factsheets
  • Forms
  • Fund reports
  • Guides and Brochures
  • 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 73 documents:

Type Document name Order Download
PDF Change of correspondent details form
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 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 Charity registration and declaration form
PDF Direct Debit instruction - Charibond
PDF Direct Debit instruction - Charifund
PDF M&G Charibond - Application Form & Key Features Document
PDF M&G Charibond - Factsheet
PDF M&G Charibond - Sales Aid
PDF M&G Charifund - Application Form and Key Features Document
PDF M&G Charifund - Factsheet
PDF M&G Charifund - Sales Aid
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