The information in this site is intended for authorised charities in the United Kingdom only. 

The website is operated by M&G Securities Limited on behalf of itself, Charities Investment Managers Limited and the Trustees of Charibond. M&G Securities Limited is the managing agent for Charities Investment Managers Limited and the fund manager of Charibond.

The information provided is directed at authorised charities in the United Kingdom and is not to be regarded as an offer to buy or sell, securities or investments. Charibond is available for investment by registered charities in the United Kingdom allowed to invest in common investment funds.

Please click the appropriate button to the right to confirm that you are an authorised charity and wish to continue.

Audience

Fund updates

M&G Investments 22/01/2020

Historic prices for NAACIF

On 15 November 2019, the National Association of Almshouses Common Investment Fund (NAACIF) merged into the M&G Charity Multi Asset Fund.

Literature

  • M&G Charity Multi Asset Fund - GBP Acc - Key Investor Information Document PDF
  • M&G Important Information for Investors in M&G Charity Funds PDF
  • M&G Charities Omnibus Prospectus PDF

Fund team

Fund manager tenure from 31/12/2019
Tristan Hanson was appointed fund manager of the M&G Global Target Return Fund upon its launch in December 2016, and fund manager of the M&G Charity Multi Asset Fund in December 2019, after having been deputy fund manager. Tristan has more than 15 years of experience in asset management and joined M&G in April 2016 from Ashburton Investments, where he started in 2008 and was appointed Head of Asset Allocation with responsibility for global multi-asset funds in 2010. Prior to this, Tristan worked as a Strategist at JP Morgan Cazenove between 1999 and 2006, covering equities, fixed income and currencies. Tristan holds a Master in Public Administration in International Development from Harvard University’s Kennedy School of Government and a BA (Hons) in Economics from Durham University. He is a Chartered Fellow of the CISI.
Stuart Canning was appointed deputy fund manager of the M&G Episode Allocation Fund in November 2019, and of the M&G Charity Multi Asset Fund in December 2019, after having worked with M&G’s multi-asset team for 12 years and as a research analyst since 2015. As well as providing input to investment decision-making, Stuart has worked extensively to launch the proposition in the institutional space. He also represents the investment team in direct client and prospect meetings for this and other funds. Stuart has also been leading the team’s Episode blog. Stuart is a CFA charterholder and has a degree in English and History from the University of York.

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

Need further information?