- Sterling Class A Shares carry no entry charge and no exit charge.
- Sterling Class X Shares are not available for new investments in The M&G ISA. On our Fund availability and fund types table (on pages 5-7 of the attached document) you will find information about the specific share classes available in your choice of fund(s).
- Sterling Class R Shares are only available to private investors when you invest via our new online investing service myM&G or through a financial adviser.
Please note that an ongoing charge will apply. The ongoing charge includes direct costs to the fund, such as the annual management charge, custodian charge and administration fee. For property funds, the specific costs of investing in property will also be included. For information on all of our charges, please refer to our Fund Charges page
Remember to specify the fund(s) and share class in which you wish to invest on your application form. Your application may be rejected if it is only partially completed.
Most funds offer the choice of two share types – Income or Accumulation. Only income shares are available for the majority of funds offered within The M&G ISA.
Learn more about share classes for ISAs by downloading our Important Information for Investors document. You’ll need Adobe Acrobat to read this document.
Charges and discounts
How to invest and pay no entry charge – Sterling Class A Shares
M&G have no entry charge on all new investments, including switches, in Sterling Class A Shares. An ongoing charge will still apply. For information on all of our charges, please refer to our Fund Charges page.
Investment Limits (per fund)
The table below shows the minimum investment limits in The M&G ISA. From 6 April 2017 to 5 April 2018 the maximum you can invest in an ISA is £20,000. Please note that M&G only offer a stocks and shares ISA.
|Investment minimums (per fund)
|By monthly Direct Debit
||By lump sum investment
|Initial amount of £10
||Initial amount of £500
|To-up amount of £10
||Top-up amount of £100