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Audience

Literature

  • M&G North American Value Fund - GBP - A Inc - Costs and charges illustration PDF
  • M&G North American Value Fund - GBP - A Inc - Key Investor Information Document (UK) PDF
  • M&G North American Value Fund - Annual Short Report PDF
  • M&G North American Value Fund - Interim Short Report PDF
  • M&G Investment Funds (1) - Instrument of Incorporation 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 01/09/2013
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.
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.
Shane Kelly joined M&G in December 2017.He previously worked at Alphinity Investment Management (Sydney, Australia) as a research analyst responsible for coverage of Construction Materials and Healthcare sectors as well as all Quantitative research. Prior to joining Alphinity, Shane work for Alliance Bernstein (Sydney, Australia) between 2007 and 2010 as a Risk Manager and a Quantitative Analyst. Shane previously worked at M&G between 1999-2007 where he was a member of the Portfolio Construction and Risk Team and prior to that Head of the Equities Performance team. He has a Bachelor of Commerce and Administration from Victoria University of Wellington and a Masters of Applied Finance and Investment from the Securities Institute of Australia.

How to Invest

BY TELEPHONE

Investment sales
Pre Sales Enquiries

0345 600 4125*

(9am - 5pm weekdays)

Account & dealing Enquiries
 

0800 328 3196

(8am - 6pm weekdays)

Financial Adviser Helpline
Post Sales Enquiries

0800 328 3191

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*Calls cost 5p per minute, plus your phone company’s access charge.

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

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.
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