M&G Income and Growth

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M&G Income and Growth Fund Sterling I Accumulation

Category GBP Allocation 40-60% Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

2,024.64p

arrow-up8.12p (+0.40%)

Fund Code

MGSDA

B4QHRP6

GB00B4QHRP64

Prices updated as at 12 Dec 2025

Prices in GBX

Investment objective

The Fund has two aims: to provide a growing level of income over any three-year period and to provide capital growth of 2-4% per annum, net of the Ongoing Charge Figure, over any three-year period. The Fund will typically invest 20%-50% of its assets in equities, 40%-80% in bonds and up to 20% in other assets, which can include convertibles. The Fund invests globally across a range of asset classes, including equities and equity-related securities, fixed income securities, cash and near cash. Exposure to these assets is typically gained directly, but may also be gained indirectly, via funds or derivatives.

Important documents: Please ensure that you have read the Key Information Document/Technical Guide , Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Company name

M&G Securities Ltd

Fund launch date

11 Nov 2010

Domicile

United Kingdom

UCITS

Yes

Fund manager

Steven Andrew

Manager start date

11 Nov 2010

Fund manager biography

Steven Andrew joined M&G in 2005 as a member of the portfolio strategy & risk team, before moving to the Multi Asset team, where he helped to formulate asset allocation strategies for M&G's multi-asset fund range. In November 2010, Steven was appointed to the management teams of various multi-asset funds. He began his career at the Bank of England in 1987 and subsequently worked at F&C Asset Management and Merrill Lynch before joining M&G. Steven holds a BSc (Hons) degree in financial economics from the University of London.

Fund manager

Stefano Amato

Manager start date

19 Dec 2022

Fund manager biography

Stefano Amato joined M&G in November 2022, bringing a 15-year track record across asset management and financial markets. Before joining M&G, he was Head of Multi Asset Solutions at Santander Asset Management. Prior to that, Stefano held portfolio management roles for JP Morgan and Centurion Group, and worked in various positions for Societe Generale, Nomura and Lehman Brothers. Stefano has a MSc in Finance from the London Business School, a Masters in Behavioural Economics and a BA in Communication Sciences and Technologies from IULM University in Milan.

Head office

10 Fenchurch Avenue

London

United Kingdom

EC3M 5AG

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Important Information

Investment values, and income from investments, can go down as well as up, so you may get back less than you invest. This is not a personal recommendation for a specific investment. If you're not sure which investments are suitable for you, consult Fidelity's advisers or another authorised financial adviser. The information contained herein: is proprietary to Morningstar and/or its content providers; may not be copied or distributed; and is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

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