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

Literature

  • M&G NAACIF - Application Form PDF
  • NAACIF - GBP Acc - Costs and charges illustration PDF
  • NAACIF - Sterling Acc - Factsheet - (UK) PDF
  • NAACIF - GBP Inc - Key Information Document PDF

Fund team

Fund manager tenure from 01/09/2016
Jenny Rodgers joined Prudential Portfolio Managers (now M&G) in 1994, initially analysing European equity markets and acting as a portfolio manager for external clients. She has been part of what is today the Macro & Multi Asset team since it was established in 1999. In January 2011, Jenny was appointed co-fund manager of the M&G Episode Growth Fund, and in September 2016 took over the management of one of M&G’s charity funds, the National Association of Almshouses Common Investment Fund. Jenny is a CFA charterholder and has a BA Honours in Economics from Exeter University.
Tristan Hanson was appointed fund manager of the M&G Global Target Return Fund upon its launch in December 2016, and deputy fund manager of NAACIF in April 2018. Tristan has over 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 from 1999 to 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.

How to Invest

By telephone

Charities Helpline and Dealing
 

0800 917 4472

(9am - 5pm weekdays)

Richard Macey
Director of Charities

020 3977 3623

(9am – 5pm weekdays)

James Potter
Charities Relationship Executive

020 3977 1589

(9am – 5pm 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?