This website is for financial advisers within the UK, Customers looking for Zurich products please go to Zurich.co.uk. Unless you are a financial adviser in the UK who has entered into separate contractual arrangements with Zurich Intermediary Group Limited (“ZIG”) for access to the secure parts of this website, the viewing of this web site is subject to Disclaimers, which, by continuing to access this site, you acknowledge that you have read and accept.

We use cookies to provide you with a responsive service to make your experience of our website(s) better. Please confirm that you agree to our use of cookies in accordance with our cookies policy.

By continuing to use our website we will assume that you are happy to receive non-privacy intrusive cookies. Please be aware that if you disable cookies some functionality on the site will not work.

Alternatively, read our cookies policy to find out more about our cookie use and how to disable cookies.


Changes to objective and investment policy of M&G funds

24 August 2018

M&G has made changes to the objective and investment policy of the M&G Episode Allocation and M&G Managed Growth funds

megaphone

For full details of the changes, please download the attached documents.

Funds and Products affected by changes

This affects customers invested in these funds through the following products:

Zurich Pension

Zurich M&G Episode Balanced ZP (invests in M&G Episode Allocation)
Zurich M&G Managed Growth ZP

Sterling Investment Bond

Sterling M&G Episode Balanced (invests in M&G Episode Allocation)
Sterling M&G Episode Balanced 2 (invests in M&G Episode Allocation)
Sterling M&G Managed Growth
Sterling M&G Managed Growth 2

Sterling ISA and Sterling Investment Account

M&G Episode Allocation I Acc
M&G Managed Growth I Acc

Zurich Intermediary Platform

M&G Episode Allocation I Acc GBP Clean
M&G Episode Allocation I Inc GBP Clean
M&G Episode Allocation A Inc GBP
M&G Episode Allocation A Acc GBP
M&G Managed Growth I Acc GBP Clean
M&G Managed Growth I Inc GBP Clean
M&G Managed Growth A Acc GBP
M&G Managed Growth A Inc GBP
M&G Managed Growth X Inc GBP

Download M&G Circular

M&G Managed Growth Circular
M&G Episode Allocation Fund Circular