M&G Financial Services Ltd M&G Stocks & Shares ISA

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Company:M&G Financial Services Ltd
M&G Financial Services Ltd M&G Stocks & Shares ISA
Product:M&G Stocks & Shares ISA
 
Apply via this site:Apply
Savings Details 
Account Type:Investment ISA
Application Criteria 
Minimum Investment:£0
Min Monthly Premium £:The minimum monthly premium is £10 per fund, with the exception of the Portfolio funds (Balanced Managed Portfolio, Cautious Managed Portfolio, Growth Portfolio and UK Growth Portfolio) where the minimum is £100 per fund. Monthly investment is not available for the M&G Optimal Income Fund.
Min Single Premium £:The minimum single premium is £500 per fund, with the exception of the European Special Situations Fund, European Strategic Value Fund and the Portfolio funds (Balanced Portfolio, Cautious Managed Portfolio, Global Convertibles, Growth Portfolio, Property Portfolio, Optimal Income and UK Growth Portfolio) where the minimum is £1,000 per fund.
Open to UK Residents:This product is available to UK residents.
Managing Account 
Number of Funds:
There are 51 funds available for investment, including 3 investment trusts. For most of the unit trust and OEIC funds, there are 2 share classes available for investment via the M&G ISA - the A class and the X class. Each fund has a nominated share class and on application, new investors will be allocated the nominated share class for that fund unless they specify on their application that they do not wish to invest in the nominated share class. The nominated share class may change from time to time.

M&G American
M&G Asian
M&G Balanced Portfolio
M&G Cautious Managed Portfolio
M&G Cautious Multi Asset Fund
M&G Corporate Bond Fund
M&G Dividend
M&G Emerging Markets Bond
M&G European
M&G European Corporate Bond
M&G European High Yield Bond
M&G European Index Tracker
M&G European Smaller Companies
M&G European Special Situations
M&G European Strategic Value
M&G Extra Income
M&G Fund of Investment Trust Shares
M&G Gilt & Fixed Interest Income
M&G Growth Portfolio
M&G Global Basics
M&G Global Convertibles
M&G Global Dividend
M&G Global Growth
M&G Global Leaders
M&G Global Macro Bond
M&G Global Real Estate Securities
M&G Global Technology
M&G High Interest
M&G High Yield Corporate Bond
M&G Income
M&G Index Tracker
M&G Index-Linked Bond Fund
M&G International Sovereign
M&G Japan
M&G Japan Smaller Companies
M&G Managed Growth
M&G Managed
M&G North American Value
M&G Optimal Income
M&G Pan European
M&G Pan European Dividend
M&G Property Portfolio
M&G Recovery
M&G Smaller Companies
M&G Strategic Corporate Bond
M&G UK Growth
M&G UK Growth Portfolio
M&G UK Select

M&G Equity Investment Trust plc
M&G High Income Investment Trust plc
M&G Recovery Investment Company Ltd
Shares:Shares are not available within this product.
Investment Trusts:Investment Trusts are available within this product.
Unit Trusts/OEICS:Unit Trusts/OEICs are available within this product.
Offshore Funds:Offshore Funds are not available within this product.
Fees & Charges 
Exit Charge:
The is a fund exit charge for the X share class, as follows:

1st Year 4.5%
2nd Year 4.0%
3rd Year 3.0%
4th Year 2.0%
5th Year 1.0%
Thereafter NIL

There is no exit charge for A share class.
ISA Annual Fee %:There is no product annual management charge.
ISA Initial Charge %:There is no product initial charge.
Transaction Charge %:There is no dealing charge.
Transfer In Fee £:There is no additional transfer in fee.
Transfer Out Fee £:There is no transfer out fee.
Compare 
Products:www.mandg.co.uk Savings
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