M&G Investments (USA) Inc. (MGIU) offers investment management services to its group affiliates, including insurance companies and investment advisors. MGIU provides fixed income investment strategies and a US Treasury strategy. MGIU also provides model portfolio services to certain non-group affiliate clients. Additionally, MGIU offers investment advisory services to group affiliates in the form of private asset sourcing and origination, as well as a global thematic technology equity strategy.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.15% |
Fees are negotiable between MGIU and Group Affiliates. Compensation received by MGIU is generally comprised of fees based on a percentage of assets under management and performance-based amounts. Reductions may be negotiated on a case-by-case basis.