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Audience

Fund updates

M&G Investments 22/10/2019

Important information

We are making changes to this fund on 29 November 2019. The changes are detailed in our letter to Shareholders

Literature

  • M&G Dividend Fund - GBP - I Acc - Costs and charges illustration PDF
  • M&G Dividend Fund - Sterling I Acc - Factsheet - (UK) PDF
  • M&G Dividend Fund - GBP - I Acc - Key Investor Information Document (UK) PDF
  • M&G Dividend Fund Sterling I Acc - Monthly Fund Review PDF
  • M&G Dividend Fund - Annual Short Report PDF
  • M&G Dividend Fund - Interim Short Report PDF
  • M&G Investment Funds (3) - Annual Long Report PDF
  • M&G Investment Funds (3) - Interim Long Report PDF
  • M&G Investment Funds (3) - Instrument of Incorporation PDF
  • M&G Investment Funds (3) - Prospectus PDF

Fund team

Fund manager tenure from 28/02/2019
Michael Stiasny has been Charifund’s investment manager since November 2016, when he succeeded industry veteran Richard Hughes. Michael is also manager of the M&G Dividend Fund and the M&G UK Income Distribution Fund. His other responsibilities include deputy manager of the M&G Recovery Fund. Michael joined M&G in 1998 as an equity analyst, becoming head of the equity research team in 2004 and was appointed deputy on the M&G Recovery Fund in 2011. He graduated with a 1st in PPE from Oxford University in 1997 and qualified as a CFA charterholder in 2001.
James Taylor was appointed deputy fund manager of the M&G Dividend Fund in August 2019. He joined M&G in 2014 as a graduate before becoming an embedded analyst in the Income team in January 2016 where he supported the managers of the M&G UK Select, M&G Dividend and M&G Pan-European Dividend funds. In March 2019, the M&G UK Select Fund and the M&G Dividend Fund were transferred to the UK Equities team and James moved across with them. He graduated from the University of Bath with a BSc in Business Administration, and has passed all three levels of the CFA program.
George Rolls joined M&G in 2017 from Close Brothers Asset Management where he had worked as a senior performance and risk analyst for three years. At M&G, George was a fund managers’ assistant covering global equity strategies for two years before moving to the UK Equities team as an investment specialist. He graduated from the University of Manchester with a BA in Politics and Philosophy, and is a Level III candidate in the CFA program.

How to Invest

BY TELEPHONE

Account & dealing Enquiries

0800 328 3196


(08:00 - 18:00 weekdays)

Financial Adviser Helpline
Post Sales Enquiries

0800 328 3191

(08:00 - 18:00 weekdays)

BY EMAIL

Pre sales direct clients: advisorysales@mandg.co.uk
Post sales: info@mandg.co.uk

When you contact us by email, we strongly recommend that you do not include any sensitive information (including your client's reference number) to protect the security of you and your client. We aim to respond to all emails within three business days.

Email us

BY POST

M&G Customer Relations
The M&G Group
PO Box 9039
Chelmsford
CM99 2XG

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The value of the fund's assets will go down as well as up. This will cause the value of your investment to fall as well as rise and you may get back less than you originally invested.
This website is 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.