Literature

  • M&G Recovery Fund - GBP - A Inc - Costs and charges illustration PDF
  • M&G Recovery Fund - GBP - A Inc - Key Investor Information Document (UK) PDF
  • M&G Recovery Fund - Annual Short Report PDF
  • M&G Recovery Fund - Interim Short Report PDF
  • M&G Investment Funds (3) - Annual Long Report PDF
  • M&G Investment Funds (3) - Interim Long Report PDF
  • M&G Investment Funds (3) - Instrument of Incorporation PDF
  • M&G Investment Funds (3) - Prospectus PDF

Fund team

Fund manager tenure from 31/03/2000
Tom Dobell joined M&G in 1992 as a UK equity manager on the segregated pension fund desk where he was responsible for managing assets for 16 pension fund clients. In March 2000, Tom became fund manager of the M&G Recovery Fund. Before joining M&G, he worked for Phillips & Drew (PDFM) as a fund manager within the charity and small pension fund division. Tom graduated from agricultural college in 1986.
Michael Stiasny was appointed manager of the M&G Dividend Fund in February 2019. He is also the manager of Charifund, M&G’s flagship charity fund, and the M&G UK Income Distribution Fund. His other responsibilities include deputy manager of the M&G Recovery Fund. Michael joined M&G in 1998 as an equity analyst, becoming head of the equity research team in 2004 and was appointed deputy on the M&G Recovery Fund in 2011. He graduated with a 1st in PPE from Oxford University in 1997 and qualified as a CFA charterholder in 2001.
David Williams is fund manager of the M&G Global Recovery Fund and deputy fund manager of the M&G Recovery Fund. He joined M&G in January 2004, having graduated from the University of Nottingham with a degree in economics. David worked closely with Tom Dobell as a fund managers' assistant for three years prior to becoming deputy fund manager of the M&G Recovery Fund in September 2008. He is a CFA charterholder.
Shane Kelly joined M&G in December 2017.He previously worked at Alphinity Investment Management (Sydney, Australia) as a research analyst responsible for coverage of Construction Materials and Healthcare sectors as well as all Quantitative research. Prior to joining Alphinity, Shane work 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 where 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.

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.