Information about switching charges

There are no entry charges or exit charges on Sterling share classes in any M&G funds. Therefore, you will not be charged switching fees. However, under certain circumstances we may change the amount of any charge incurred. You should always confirm any charges applicable to your switch by calling our Customer Relations team free on 0800 390 390. Lines are open 8.00am to 6.00pm from Monday to Friday and 9.00am to 1.00pm on Saturday. For security purposes and to improve the quality of our service, we may record and monitor telephone calls. You will require your M&G client reference. Failure to provide this will affect your ability to transact with us.

If you do not specify a share/unit class on your switching instruction you will receive the nominated share/unit class, subject to the following exceptions:

  • You top up an existing holding and the share/unit class you currently hold is not the nominated share/unit class.
  • You specify that you do not wish to invest into the nominated share/unit class.
  • You invest via The M&G Savings Plan, where only Sterling Class A Accumulation Shares are available.