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Audience

Fund updates

M&G Investments 02/08/2017

Property Fund Pricing Basis

The pricing of the M&G Property Portfolio and M&G Feeder of Property Portfolio changed from an offer basis to a bid basis on Tuesday 7 June 2016.

Literature

  • M&G Property Portfolio - GBP - D Acc - Costs and charges illustration PDF
  • M&G Property Portfolio - GBP - D Acc - Key Investor Information Document (UK) PDF
  • M&G Guide to Property PDF
  • M&G Property Portfolio - Instrument of Incorporation PDF
  • M&G Property Portfolio - Prospectus PDF

Fund team

Fund manager tenure from 18/01/2013
Fiona Rowley joined M&G Real Estate as an investment surveyor in 1994 and was appointed deputy fund manager of the M&G Property Portfolio on its launch in 2005. She was appointed fund manager in 2007. Before joining the group, Fiona worked for property service company Knight Frank. She has a first class honours degree in estate management from South Bank University and is a member of the Royal Institution of Chartered Surveyors (RICS) and the Investment Property Forum.
Justin Upton joined M&G Real Estate in January 2010 as deputy fund manager of the M&G Pooled Pensions Property Fund (PPLP). With effect from 1 April 2018, he was promoted to co-fund manager of the M&G Property Portfolio and the M&G Feeder of Property Portfolio. On 1 January 2012, he was appointed deputy fund manager of the M&G Property Portfolio. Before M&G Real Estate, Justin spent two years as a director at Mayfair Capital Investment Management where he was involved with the MC Special Opportunities Fund and Income Trust for Charities. Prior to this, he spent five years at Henderson Global Investors as assistant fund manager on the Henderson Retail Warehouse Fund and the Caspar Fund. Justin undertook his RICS accreditation during four years spent with Cushman Wakefield’s capital markets team. He holds a degree from the University of Birmingham in social and economic history and a Masters from City University in property law and valuation.
James Miéville is the investment specialist for the M&G Property Portfolio. Prior to this, he was the investment specialist for the M&G Global Themes Fund (formerly the M&G Global Basics Fund) and the M&G Managed Growth Fund, having joined M&G in 2011. Before this, James worked for three years at T. Rowe Price in sales and client services. He graduated from the University of Birmingham in 2007 with a degree in commerce with Spanish and is a CFA charterholder.

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.