A personalised investment update and statement for the period 5 October 2019 to 5 April 2020 is being mailed to investors between 27 April 2020 and 1 May 2020.
The statement booklets include a personalised statement for the review period, and Consolidated Tax Voucher(s) (if applicable) for the 12 months ending 5 April.
Fund information for each M&G fund can be accessed via the Funds page.
Frequently Asked Questions
This section contains answers to some of the most common questions we receive from our investors, and potential queries you may have. If the information you need is not included below, please contact our Customer Relations team.
My statement booklet no longer contains the Fund details page. Where can I get this information?
We removed the ‘Review of markets’ and the ‘Fund details’ pages from the October 2017 Statements booklet. This was due to feedback received from investors on what they mainly view in their statement booklets and the information they would like to receive. Feedback highlighted that many investors mainly look at their investment values and then go online to find out further performance details.
You can access all the information previously contained on the Fund details page via the Funds page.
Why is there no branding on the envelopes?
We have removed M&G branding from all envelopes that contain customer sensitive information to help prevent fraud and protect personal investment information.
Why don’t you mail fund reports and statements together?
Although a great idea, fund reports are mailed six-monthly in accordance with each fund's distribution period. As these periods are spread out across a full calendar year, they unfortunately do not coincide with the statement period (which we believe is the most appropriate time of year for statements, ie the end and mid-point of a tax year).
The statement uses a lot of paper – does this cost M&G more to produce?
The mailing is very cost efficient:
- Reduced print costs: The colour application may look very expensive, but M&G has employed specific technologies which allow us to achieve this at a lower cost than the previously used loose, single sheet statement mailings.