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Why choose M&G?

Our long history, solid reputation for superior performance and ability to anticipate market trends puts us at the forefront of the investing industry.

M&G is one of the largest investors in both equities and fixed interest in the UK and Europe.

Our expertise is built on more than 80 years of managing investments and anticipating market trends. Together with our track record of superior performance, this makes us perfectly placed to offer solutions for your investment objectives over the long term.

The value of investments will fluctuate which will cause fund prices to fall as well as rise and you may not get back the original amount you invested.

An award-winning approach

We believe actively managed funds can generate the best returns over the long term.

Our fund managers focus on selecting stocks that they believe will outperform the market. They call on M&G’s vast resources and their own skill, judgment and flair to back their decisions. Most importantly, they are free to develop individual strategies and act on their convictions.

The success of our approach has been recognised with a string of awards, such as:

  • UK Lipper Fund Award 2014 - Bonds Global: M&G Optimal Income Fund
  • UK Lipper Fund Award 2014 - Bonds GBP: M&G Index Linked Bond Fund
  • Citywire Wealth Manager Fund Manager Awards 2014 - Global Bonds: Jim Leaviss
  • Citywire Wealth Manager Fund Manager Awards 2014 - UK Corporate Bonds: Richard Woolnough
  • Professional Adviser Awards - Best Global Equities Group 2013
  • Professional Adviser Awards - Best UK Growth Group 2013
  • Morningstar's Best Specialist Fixed Interest House 2012 (for fourth year running)
  • Investment Life & Pensions Moneyfacts Awards 2012 - Best Investment Fund Provider
  • Morningstar OBSR Honours 2012 - Outstanding Investment House
  • Professional Adviser Awards 2012  - M&G Investments  - Best UK Growth Group
  • What Investment Unit Trust Awards 2012 – M&G Investments – Best Fund Management Group
  • What Investment Unit Trust Awards 2012 – M&G Strategic Corporate Bond – Best Fixed Income
  • Investment Week Awards 2012 – Richard Woolnough, M&G Strategic Corporate Bond – Sterling Corporate Bond
  • Investment Week Awards 2012 – Stuart Rhodes, M&G Global Dividend – Global Equity and Income
  • Money Observer Fund Awards 2012 – M&G Strategic Corporate Bond – Bonds
  • Money Observer Fund Awards 2012 – M&G Global Dividend –  Global Equity Income
  • UK Pensions Awards 2012 – M&G Investments  - Fixed Income Manager of the Year
  • Pensions Investment Provider Awards 2012 – M&G Investments  - UK Fixed Income

The value of investments will fluctuate, which will cause fund prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.

Global partners

At M&G, we take the time to understand our clients’ specific needs and we pride ourselves on our ability to respond to those needs through a combination of global capabilities and local market perspectives. It’s an approach that has seen us become one of Europe’s largest active investors.

Anticipating market trends

M&G has been at the forefront of investment thinking since we were established in 1931. We’re continually improving what we offer to match your changing needs and those of the market.

Every economic situation can provide opportunity if you know where to look. We have a long history and reputation for creating innovative investment ideas that buck the trend.

Our ability to anticipate market trends and produce products to capitalise on them, is what sets us apart from our peers.

A history of investment firsts

M&G pioneered the unit trust industry in the middle of the Great Depression by launching the UK’s first unit trust on 23 April 1931.

Here are some more examples of our ground-breaking initiatives:


Investment principles

Our principles include investing for the long term, accumulating short-term movements, staying the course and acting on conviction:

  • Investing for the long term: We invest in companies for the long term, rather than chasing share prices. We believe this is the best approach for equities and fixed income.
  • Accumulating short-term movements: At the same time, we recognise the higher level of risk that active share traders face when looking for quick wins by trading on short-term market movements. We turn this to our advantage. In fact, one of the biggest potential benefits of long-term investing comes from the accumulation of short-term movements over many years.
  • Staying the course: We understand that even the best businesses suffer dips in their fortunes. This is why we stay invested in a company if we believe there’s more value still to come.
  • Acting on conviction: Acting on the courage of our convictions while armed with the relevant information is key to our long-term investment success.

A team approach

Our fund managers are backed by vast yet focused in-house resources, including teams of credit analysts and equity investment specialists. Our managers develop a far more in-depth understanding of the companies they invest in than they would by merely analysing a balance sheet.

Tom Dobell, manager of the M&G Recovery Fund, for example, is actively involved in the management of many of the companies in which he invests in order to help them achieve their full potential.

Our belief in allowing our managers to act on their own convictions has seen us thrive through more than 80 years in the industry. It has made us a recognised leader in equities, fixed income and property – and is proving its worth in our recently launched M&G Episode Multi Asset range.

Typical Fund Team Structure

Our expertise within Corporate Trustee Services

We also offer a comprehensive range of corporate trustee services and manage mandates for a range of clients. We are geared up to meet the specific needs of bond issuers and investors.

Find out about our Corporate Trustee Services

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The value of investments will fluctuate, which will cause fund prices to fall as well as rise and you may not get back the original amount you invested.
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