The savings plan gives your client flexible access to M&G’s range of expertly managed OEIC funds from as little as £10 per month.
However, unlike The M&G ISA or M&G Junior ISA, there are no annual limits to how much they can invest in The M&G Savings Plan, and they can withdraw from it at any time.
The entire range of M&G OEICs is available in The M&G Savings Plan
Only Sterling Class A (Accumulation) Shares are available if your client invests via The M&G Savings Plan.
- Sterling Class A Shares: Carry no entry charge and no exit charge.
- Accumulation Shares: Do not pay income but automatically reinvest any income which is reflected in the share price
The table below shows the minimum investment limits within The M&G Savings Plan. There is no upper limit to the amount you can invest.
|Minimum investment limits
|Minimum regular amount
|Minimum additional regular amount
|Minimum lump sum
|Minimum additional lump sum