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Audience

Forms and literature

Download forms and literature associated with our funds including brochures, product information, Key Investor Information Documents (KIIDs) and application forms.

Key Investor Information Documents

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.

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
  • Application forms & Key Features (Charibond/Charifund)
  • Brochures
  • Factsheets
  • Forms
  • Fund questionnaires
  • Fund reports
  • General forms
  • Guides and Brochures
  • Instruments of Incorporation
  • Irish feeder range
  • KIIDs
  • Monthly Fund Reviews
  • Other
  • Prospectuses
  • Quarterly reviews
  • Sales aids
  • Spin free guides
  • Switching and transfer forms

Asset class

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

Showing all 16 documents:

Type Document name Download
PDF M&G Absolute Return Bond Fund - Sales Aid
PDF M&G Episode Allocation Fund - Sales Aid
PDF M&G Episode Growth Fund - Sales Aid
PDF M&G Episode Income Fund - Sales Aid
PDF M&G Global Dividend Fund - Sales Aid
PDF M&G Global Emerging Markets Fund - Sales Aid
PDF M&G Global Floating Rate High Yield Fund - Sales Aid
PDF M&G Global Macro Bond Fund - Sales Aid
PDF M&G Global Recovery Fund - Sales Aid
PDF M&G Global Select Fund - Sales Aid
PDF M&G Global Target Return Fund - Sales aid
PDF M&G Optimal Income Fund - Sales Aid
PDF M&G Property Portfolio - Sales Aid
PDF M&G Recovery Fund - Sales Aid
PDF M&G UK Income Distribution Fund - Sales Aid
PDF M&G UK Inflation Linked Corporate Bond Fund - Sales Aid

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Cyveillance Protected

The value of investments will fluctuate, which will cause fund prices to fall as well as rise and you may not get back the original amount you invested.
For Investment Professionals only. Not for onward distribution to any other type of client. No other persons should rely on the information contained on this website. Content should therefore be shared responsibly with other investment professionals.