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Audience

Literature

  • M&G European Select Fund - GBP - A Inc - Costs and charges illustration PDF
  • M&G European Select Fund - GBP - A Inc - Key Investor Information Document (UK) PDF
  • M&G European Select Fund - Annual Short Report PDF
  • M&G European Select Fund - Interim Short Report PDF
  • M&G Investment Funds (1) - Interim Long Report PDF
  • M&G Investment Funds (1) - Annual Long Report PDF
  • M&G Investment Funds (1) - Prospectus PDF

Fund team

Fund manager tenure from 05/07/2019
Richard Halle joined M&G in 1999 as a sector analyst focusing on insurance. Since 2002, he has been managing various institutional mandates on a European value strategy. Between 2008 and 2018, he managed the M&G European Strategic Value Fund -- now merged into the M&G (Lux) European Strategic Value Fund. He is also deputy fund manager on the M&G North American Value Fund. Before joining M&G, Richard worked as a security analyst for the Sedgwick Group. He graduated from the University of Natal in South Africa with a bachelor of commerce and is a CFA charterholder.
Daniel White was appointed fund manager of the M&G North American Value Fund in September 2013. He joined M&G in 2005 as a sector analyst and has worked closely with Richard Halle on the M&G European Strategic Value Fund -- now merged into the M&G (Lux) European Strategic Value Fund -- since its launch in February 2008. He has been deputy fund manager on the Luxembourg-authorised fund since its launch in September 2018. Daniel previously worked at Deloitte & Touche as an accountant after graduating from the University of Southampton with a BSc in oceanography in 2001. He qualified as a chartered accountant in 2005 and is a CFA charterholder.
Kotaro Miyata is the investment specialist providing support for M&G's equity income fund range which includes the M&G Global Dividend Fund, as well as the M&G Global Listed Infrastructure Fund and the M&G (Lux) Global Listed Infrastructure Fund which were launched in October 2017. Prior to joining M&G in 2006, he was a fund manager at Invesco Asset Management, where he was responsible for European and UK equities within the Global Equities team. Kotaro holds the Securities Institute Diploma and graduated from Oxford University in 1994 with a degree in classics.
Stephanie Betts joined M&G in January 2018 as Investment Specialist for the Income team focusing on M&G Pan European Dividend Fund, M&G European Select Fund, M&G Dividend Fund and M&G UK Select Fund. She joined from Citigroup (after an extended maternity leave) where she was managing the European equities desk selling to French and a selection of UK institutional accounts. Stephanie began her career as a securities regulation lawyer with Sullivan & Cromwell (New York) before transferring to Lehman Brothers in investment banking (New York), and equities sales (London). Thereafter, she joined JP Morgan and latterly Citigroup. Stephanie graduated from New York University School of Law with a Master’s Degree (LLM) in Corporate Taxation & Securities Regulations and holds an MBA in Corporate Taxation and Finance from the Institute of Political Sciences in Paris and a Law Degree in Corporate Law & Tax from the University of Paris II–Assas.

How to Invest

BY TELEPHONE

Investment sales
Pre Sales Enquiries

0345 600 4125*

(9am - 5pm weekdays)

Account & dealing Enquiries
 

0800 328 3196

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0800 328 3191

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Find an Investment Sales Consultant that services your region here 

BY EMAIL

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

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Email us

BY POST

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

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