M&G MULTI-ASSET FUND FOR CHARITIES

Registration #1184314 · Registered

Website maintained by the Manager https://www.mandg.co.uk/charities/

info@mandg.co.uk

M&G SECURITIES LIMITED 10 Fenchurch Avenue EC3M 5AG

75
out of 100
Verified

The fund has two aims; To provide a higher total return (the combination of capital growth and income), net of the ongoing charge figure, than that of a composite index over any five-year period and to provide an annual yield of at least 3%. The fund invests in collective investment schemes, typically funds managed by M&G, to gain exposure to a diversified range of asset classes including

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Score Breakdown

Trustees & Governance12 / 25
Financial Health23 / 25
Filing History & Transparency20 / 30
Regulatory Standing10 / 10

Financial History

Latest spending ratio: 102.4% of income spent on charitable work

YearIncomeSpendingRatio
2024£9,412,000£9,642,000102%

Data sourced from the Charity Commission for England & Wales · Last scored 6/11/2026