The information in this site is intended for financial advisers only.

The information contained in these pages must not be used or relied upon by private investors. We recommend that you read our 'Terms & Conditions' before browsing the site.

Please click the appropriate button to the right to confirm that you are a financial adviser and wish to continue.

This site uses cookies

A cookie is a small piece of information generated by a web server and sent to your computer when you access this website. Our cookies do not hold any personal information about you. This cookie is used to remember your selection next time you visit our site. It is stored on your computer’s hard drive but can be deleted at any time via the ‘Tools’ option on your internet browser. By clicking to accept and proceeding beyond this page, you agree to accept this cookie from this site.

This site also uses other types of cookies. For more details see our Privacy & Cookies policy. This provides options of how to opt out of these cookies.

Audience

Literature

  • M&G North American Value Fund - GBP - A Inc - Costs and charges illustration PDF
  • M&G North American Value Fund - GBP - A Inc - Key Investor Information Document (UK) PDF
  • M&G North American Value Fund - Annual Short Report PDF
  • M&G North American Value Fund - Interim Short Report PDF
  • M&G Investment Funds (1) - Instrument of Incorporation PDF

Fund team

Fund manager tenure from 01/09/2013
Daniel White was appointed fund manager of the M&G North American Value Fund in September 2013, and co-fund manager of the M&G Global Recovery Fund in July 2019. On the same date, Daniel also became deputy fund manager of the M&G European Select Fund. He joined M&G in 2005 as a sector analyst and has worked closely with Richard Halle on the M&G European Strategic Value Fund -- now merged into the M&G (Lux) European Strategic Value Fund -- since its launch in February 2008. He has been deputy fund manager on the Luxembourg-authorised fund since its launch in September 2018. Daniel previously worked at Deloitte & Touche as an accountant after graduating from the University of Southampton with a BSc in oceanography in 2001. He qualified as a chartered accountant in 2005 and is a CFA charterholder.
Richard Halle joined M&G in 1999 as a sector analyst focusing on insurance. Since 2002, he has been managing various institutional mandates on a European value strategy. Richard was appointed fund manager of the M&G European Select Fund and co-fund manager of the M&G Global Recovery Fund in July 2019. Between 2008 and 2018, he managed the M&G European Strategic Value Fund -- now merged into the M&G (Lux) European Strategic Value Fund. He is also deputy fund manager on the M&G North American Value Fund. Before joining M&G, Richard worked as a security analyst for the Sedgwick Group. He graduated from the University of Natal in South Africa with a bachelor of commerce and is a CFA charterholder.
Sunny Romo is the investment specialist covering Japanese equities and the Value range. She joined M&G in June 2018 from Insight Investment, where she looked after their institutional relationships with Japanese investors. Prior to that, Sunny spent nine years at Asset Management One as an equities trader, and later as senior relationship manager for EMEA clients. Sunny is a committee member of the Pension and Lifetime Savings Central London Group. She is fluent in English, Japanese and Mandarin Chinese. Sunny graduated from the University of Reading with a BA in International Relations and Economics. She is a CAIA charter holder and holds the Investment Management Certificate (IMC).

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.