Half-yearly statement mailing

Personalised investment update and statement for the period 5 April 2017 to 5 October 2017 is mailed to investors between 26 October 2017 and 8 November 2017.

The statement booklets include a personalised statement for the review period.

Fund Information

Fund information for each M&G fund can be accessed via the Funds page.

For further investment insights, information and educational guides to help you increase your financial knowledge and reach your investment goals, visit our Learning Zone.

Frequently Asked Questions

This section contains answers to some of the most common questions we receive from our investors, and potential queries you may have. If the information you need is not included below, please contact our Customer Relations team.

My statement booklet no longer contains the Fund details page. Where can I get this information?

We have removed the ‘Review of markets’ and the ‘Fund details’ pages from the October 2017 Statements booklet. This was due to feedback received from investors on what they mainly view in their statement booklets and the information they would like to receive. Feedback highlighted that many investors mainly look at their investment values and then go online to find out further performance details.

You can access all the information previously contained on the Fund details page via the Funds page.

Why is there no branding on the envelopes?

We have removed M&G branding from all envelopes that contain customer sensitive information to help prevent fraud and protect personal investment information.

Why don’t you mail fund reports and statements together?

Although a great idea, fund reports are mailed six-monthly in accordance with each fund's distribution period. As these periods are spread out across a full calendar year, they unfortunately do not coincide with the statement period (which we believe is the most appropriate time of year for statements, ie the end and mid-point of a tax year).

The statement uses a lot of paper – does this cost M&G more to produce?

The mailing is very cost efficient:

  • Reduction in amount of paper used: The booklets use less paper than the previous loose, single sheet statements and the accompanying ‘Your Investment’ performance document sent pre-December 2007.  
  • Reduced print costs: The colour application may look very expensive, but M&G has employed specific technologies which allow us to achieve this at a lower cost than the previously used loose, single sheet statement mailings.