M&G Equities Investment Fund for Charities (Charifund)

Sterling Inc ISIN: GB0005494629

Fund team

Staff photo

Michael Stiasny

Fund Manager
Fund manager tenure from 01/11/2016
Michael Stiasny joined M&G in 1998 as an equity analyst, becoming head of the equity research team in 2004. Since 2011, he has managed a range of equity and equity income funds. Michael graduated with a First-Class Honours in PPE from Oxford University in 1997 and became a CFA charterholder in 2001.
Elina Koknevica

Elina Symon

Deputy Fund Manager
Elina Symon joined M&G in 2011 as a graduate and subsequently worked as an equity analyst covering the telecommunications and utilities sectors. In October 2014, she became a dedicated analyst with the Recovery team and from March 2019 started taking over fund management responsibilities for various equity funds. Prior to joining M&G, Elina worked at Bank of New York Mellon in its Treasury department. She graduated with a degree in international business, finance and economics from Manchester Business School in 2010. Elina is a CFA charterholder.
George Rolls

George Rolls

Investment Specialist
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

Charities Helpline and Dealing
 

0800 917 4472

(09:00 - 17:00 weekdays)

Richard Macey
Director of Charities

020 3977 3623

(09:00 – 17:00 weekdays)

George Barbett
Charities Relationship Executive

020 3977 1649

(09:00 – 17:00 weekdays)

Telephone dealing instructions to buy and/or sell units in Charifund, or to sell shares in Charibond (purchases for Charibond must be made by postal application).

All 0800 calls are free within the UK. For security purposes and to improve the quality of our service, we may record and randomly monitor telephone calls. Existing customers will need their M&G client reference. If you don’t provide this it will affect your ability to transact with us.

By email

When contacting us by email, we suggest that you don’t include any sensitive information to protect your security. Where you’ve requested a reply, we aim to respond to all emails within three business days.

Email us

By post

M&G Charity Department
PO Box 9038
Chelmsford
CM99 2XF