The Equities Forum

Introducing the new equities blog; sharing a wide range of themes that matter to equity investors.

Explore funds by asset class Visit the blog

M&G's Equities business manages over €71,384m* both in the UK and globally across a range of investment styles including income, value and growth. We have a conviction-led, long-term approach to investing and believe that we can deliver the best returns for our clients through active, unconstrained management.

*As at 30 June 2018.

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.

Our philosophy

At M&G we are active equity investors and our specialty lies in generating alpha, or returns ahead of the markets, through expert stock-picking. We believe the stockmarket has a tendency to be swayed by short-term noise, which creates opportunities for long-term investors. Experience tells us that company fundamentals drive share prices over the long run, not the vagaries of economic cycles or the fickleness of market sentiment.

Consequently, we focus on what really matters for equities: the understanding of companies and their valuation in the stockmarket. This is our area of expertise.

We believe in: We don't believe in:
Active, unconstrained investment Closet indexing
Bottom-up stock selection Changing our investment approach if it goes out of fashion
A long-term investment horizon Short-term trading strategies
Independent thinking Management by committee
Consistent application of our investment strategies Following market consensus
Responsible investment, ESG and stewardship A laissez-faire approach to governance

Our equity funds by regional capabilities

Region Funds  
Global M&G (Lux) Global Dividend Fund
M&G (Lux) Global Listed Infrastructure Fund
M&G (Lux) Global Recovery Fund
M&G (Lux) Global Select Fund
M&G Global Themes Fund
Europe M&G European Select Fund
M&G (Lux) European Strategic Value Fund
M&G (Lux) Pan European Dividend Fund
M&G (Lux) Pan European Select Fund
M&G Pan European Select Smaller Companies

UK M&G Recovery Fund
M&G UK Select Fund
Asia M&G (Lux) Asian Fund
M&G (Lux) Japan Fund
M&G (Lux) Japan Smaller Companies Fund
US M&G (Lux) North American Dividend Fund
M&G (Lux) North American Value Fund
Emerging Markets M&G (Lux) Emerging Markets Income
Opportunities Fund

M&G (Lux) Global Emerging Markets Fund

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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.