The information in this site is intended for authorised charities in the United Kingdom only. 

The website is operated by M&G Securities Limited on behalf of itself, Charities Investment Managers Limited and the Trustees of Charibond. M&G Securities Limited is the managing agent for Charities Investment Managers Limited and the fund manager of Charibond.

The information provided is directed at authorised charities in the United Kingdom and is not to be regarded as an offer to buy or sell, securities or investments. Charibond is available for investment by registered charities in the United Kingdom allowed to invest in common investment funds.

Please click the appropriate button to the right to confirm that you are an authorised charity and wish to continue.

Audience

Forms and literature

Welcome to our online literature library, giving you access to numerous M&G literature items, Key Investor Information Documents, application forms and more. You can read and download these items or where available, order copies to be sent to you by post.

Key Investor Information Documents (KIIDs)

These documents provide you with key investor information about a fund. It is not marketing material. The information is required by law to help you understand the nature and the risks of investing in a fund. You are advised to read it so you can make an informed decision about whether to invest. KIIDs and Instruments of Incorporation relate to the M&G OEIC fund range. 

Costs and charges illustration

The Costs and charges illustration contains information on the cost and charges applicable to your chosen share classes. The information is made available to help you understand the impact of such costs on your investment return.

Please also read the Important Information for Investors document in conjunction with the KIIDs. This contains details about how to invest, together with our terms and conditions and your rights as an investor You may also like to view the objective history of our funds.

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Literature type

  • Application forms
  • Costs and charges illustration
  • Factsheets
  • Forms
  • Fund reports
  • Guides and Brochures
  • Important Information for Investors
  • Instruments of Incorporation
  • KIIDs
  • Prospectuses
  • Switching and transfer forms

Asset class

  • Equities
  • Fixed income
  • Multi-asset

Showing all 77 documents:

Type Document name Order Download
PDF Change of correspondent details form
PDF Change of registered address form
PDF Charibond - GBP Acc - Costs and charges illustration
PDF Charibond - GBP Inc - Costs and charges illustration
PDF Charibond - GBP Inc - Key Information Document
PDF Charibond - Sterling Acc - Factsheet - (UK)
PDF Charibond Letter - Annual
PDF Charifund - GBP Acc - Costs and charges illustration
PDF Charifund - GBP Inc - Costs and charges illustration
PDF Charifund - GBP Inc - Key Information Document
PDF Charifund - Sterling Acc - Factsheet - (UK)
PDF Charifund / Charibond pack (for order only)
PDF Charifund Letter - Annual
PDF Charity registration and declaration form
PDF Direct Debit instruction - Charibond
PDF Direct Debit instruction - Charifund
PDF Direct Debit instruction - NAACIF
PDF M&G Additional Contributions Form
PDF M&G Charibond- Application Form
PDF M&G Charifund - Application Form
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