Why invest with M&G?
At M&G, we use a range of independent ratings agencies to give our investors an insight into the relative performance of different funds and fund managers.
Please note that ratings should not be taken as a recommendation to invest. All of our funds carry risk, their prices, and any income generated from them, may fluctuate and you may not get your original investment. Although ratings are based on past performance, please remember that past performance is not a guide to future performance.
The main fund rating agency that we refer to in our fund information and documentation is Morningstar.
The Morningstar Rating is based on Morningstar risk-adjusted returns. Morningstar rate a fund’s performance over 3, 5 and 10 years. They also award funds an overall rating which is based on a weighted average of the available time-period ratings. This is the rating we usually refer to in our fund documentation.
the fund’s performance history is no longer relevant due to a permanent or major asset allocation change.
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For Investment Professionals only. Not for onward distribution to any other type of client. No other persons should rely on the information contained on this website. Content should therefore be shared responsibly with other investment professionals. The value of investments will fluctuate, which will cause fund prices to fall as well as rise and you may not get back the original amount you invested.
