The information in this site is intended for financial advisers only.

The information contained in these pages must not be used or relied upon by private investors. We recommend that you read our 'Terms & Conditions' before browsing the site.

Please click the appropriate button to the right to confirm that you are a financial adviser and wish to continue.

This site uses cookies

A cookie is a small piece of information generated by a web server and sent to your computer when you access this website. Our cookies do not hold any personal information about you. This cookie is used to remember your selection next time you visit our site. It is stored on your computer’s hard drive but can be deleted at any time via the ‘Tools’ option on your internet browser. By clicking to accept and proceeding beyond this page, you agree to accept this cookie from this site.

This site also uses other types of cookies. For more details see our Privacy & Cookies policy. This provides options of how to opt out of these cookies.

Audience

Literature

  • M&G Japan Smaller Companies Fund - GBP - A Acc - Costs and charges illustration PDF
  • M&G Japan Smaller Companies Fund - Sterling A Acc - Factsheet - (UK) PDF
  • M&G Japan Smaller Companies Fund - GBP - A Acc - Key Investor Information Document (UK) PDF
  • M&G Japan Smaller Companies Fund - Annual Short Report PDF
  • M&G Japan Smaller Companies Fund - Interim Short Report PDF
  • M&G Investment Funds (1) - Annual Long Report PDF
  • M&G Investment Funds (1) - Prospectus PDF

Fund team

Fund manager tenure from 04/09/2019
Shane Kelly was appointed co-fund manager of the M&G Global Recovery Fund in July 2019, and fund manager of the M&G Japan Fund and the M&G Japan Smaller Companies Fund in September 2019. Shane joined M&G in December 2017, having previously worked at Alphinity Investment Management (Sydney, Australia) as a research analyst responsible for coverage of the construction materials and healthcare sectors, as well as all quantitative research. Prior to joining Alphinity, Shane worked for Alliance Bernstein (Sydney, Australia) between 2007 and 2010 as a risk manager and a quantitative analyst. Shane previously worked at M&G between 1999-2007, when he was a member of the portfolio construction and risk team, and prior to that head of the equities performance team. He has a Bachelor of Commerce and Administration from Victoria University of Wellington and a Masters of Applied Finance and Investment from the Securities Institute of Australia.
John Lothian joined M&G in March 2011 as a specialist on Japanese equities. His roles have included senior analyst on the M&G American Fund and M&G Global Leaders Fund, as well as senior research analyst covering global consumer, healthcare, and technology sectors. He was appointed deputy manager of the M&G Japan and M&G Japan Smaller Companies funds in September 2015. Prior to M&G, John co-managed a Japanese equity fund at Occam Asset Management. Before that, he covered Japanese stocks at Lazard Asset Management in London. John started his career at Lehman Brothers in Tokyo. He has an MBA from Columbia Business School, an MA in international relations from The Johns Hopkins University School of Advanced International Studies (SAIS), and a BA in Greek and Latin from The Catholic University of America. John is fluent in Japanese and is a CFA charterholder.
Sunny Romo is the investment specialist covering Japanese equities and the Value range. She joined M&G in June 2018 from Insight Investment, where she looked after their institutional relationships with Japanese investors. Prior to that, Sunny spent nine years at Asset Management One as an equities trader, and later as senior relationship manager for EMEA clients. Sunny is a committee member of the Pension and Lifetime Savings Central London Group. She is fluent in English, Japanese and Mandarin Chinese. Sunny graduated from the University of Reading with a BA in International Relations and Economics. She is a CAIA charter holder and holds the Investment Management Certificate (IMC).

How to Invest

By telephone

Call our Investment Helpline on 0800 389 8600* from 8.00am to 6.00pm Monday to Friday and 9.00am to 1.00pm on Saturday to make an investment.

Remember to have your M&G Client Reference to hand if you're already an M&G customer. Failure to provide this may affect your ability to invest with us. You'll also need your debit card and, if you're opening a new product, your National Insurance Number.

*All calls are free within the UK. For your security and to improve the quality of our service we may record and monitor calls.