Deal Pack: M&G Investments
Generated Feb 4, 2026v202602041011Enterprise
AUM
$5B
Strategy
Asset Management
HQ
WASHINGTON, DC, UK
Founded
N/A
Employees
N/A
Ownership
independent
Layer 1: Proprietary Indicators
50
GP Health Score
Moderate
59
Stakeability
Moderate
10
Fund Performance
Weak
80
Talent Stability
Strong
65
Credit Exposure
Moderate
100
Regulatory Breadth
Strong
40
Market Momentum
Weak
40
Growth Trajectory
Weak
Health Score Breakdown
Component Details
fund performance
10/100Weight: 25%
median irr2.25
benchmark irr11
fund count with irr3
primary strategyDigital Assets
Source: Pension fund performance reports
talent stability
80/100Weight: 20%
current team size165
departed count0
retention ratio1
avg tenure yearsN/A
Source: LinkedIn career histories, team member records
credit health
65/100Weight: 15%
total fair value5293927197
total par14908536
fair value to par pct35509.4
top borrower concentration pct38
Source: BDC 10-K/10-Q portfolio filings (SEC)
regulatory compliance
100/100Weight: 10%
unique jurisdictions7
jurisdictionsADGM,Bermuda,France,Germany,Luxembourg,UAE,UK
active registrations19
total registrations35
Source: FCA, BaFin, AMF, CSSF, ADGM, SEC, entity registrations
market presence
40/100Weight: 15%
news mentions0
conference appearances0
domain rank120805
employer ratingN/A
Source: Market intel, conference records, Tranco web rankings, Glassdoor
growth trajectory
40/100Weight: 15%
aum growth pctN/A
recent job postings0
funds currently raising0
total funds12
Source: Data changelog (AUM), hiring signals, fund filings
Layer 2: Synthesis
Executive Summary
- M&G Investments shows a moderate overall health profile (score: 50/100) based on analysis of fund performance, team stability, credit exposure, regulatory breadth, market presence, and growth trajectory.
- Median net IRR across 3 tracked funds is 2.25%, compared to a Digital Assets benchmark of 11.0%.
- Registered across 7 jurisdictions with 19 active registrations.
Key Strengths
Regulatory
Diversified regulatory footprint across 7 jurisdictions
Secondary Pricing Estimate
78.9%
Avg NAV Pricing
46.0% to 88.5%
Range
8
Funds Priced
Confidence: medium, high, low
Layer 3: Evidence
Fund Performance (50 records)
BDC Credit Exposure (20 borrowers)
| Borrower | Fair Value | Par | BDCs | BDC Names |
|---|---|---|---|---|
| Total Investments | $2.0B | $795K | 10 | Ares Capital Corp, Blackstone Secured Lending Fund, Capital Southwest Corp, Carlyle Secured Lending Inc, Crescent Capital BDC Inc, New Mountain Finance Corp, Owl Rock Capital Corp, Prospect Capital Corp, Stellus Capital Investment Corp, WhiteHorse Finance Inc |
| TOTAL INVESTMENTS | $1.3B | N/A | 3 | CION Investment Corp, Monroe Capital Corp, Saratoga Investment Corp |
| Total Portfolio Investments | $914.8M | $440 | 3 | Oaktree Specialty Lending Corp, Prospect Capital Corp, SuRo Capital Corp |
| Total Investments - 179.1 % of Net Assets | $570.5M | N/A | 1 | BlackRock Capital Investment Corp |
| Total Investments in Securities (8) | $383.1M | N/A | 1 | Oxford Square Capital Corp |
| Total Control investments | $41.9M | N/A | 2 | Main Street Capital Corp, Stellus Capital Investment Corp |
| Total Control Investments | $21.5M | $11K | 8 | Capital Southwest Corp, Fidus Investment Corp, Gladstone Capital Corp, Gladstone Investment Corp, Hercules Capital Inc, Oaktree Specialty Lending Corp, Prospect Capital Corp, Stellus Capital Investment Corp |
| First Eagle Investment Management | $10.1M | $10.1M | 1 | Saratoga Investment Corp |
| Investments and Cash Equivalents Total | $5.2M | N/A | 2 | Bain Capital Specialty Finance Inc, Crescent Capital BDC Inc |
| Investments Total | $5.0M | N/A | 1 | Bain Capital Specialty Finance Inc |
| Superannuation & Investments US LLC | $3.9M | $3.9M | 1 | Saratoga Investment Corp |
| Total Debt Investments | $2.5M | N/A | 3 | Goldman Sachs BDC Inc, SuRo Capital Corp, WhiteHorse Finance Inc |
| Subtotal Debt Investments ( 165.3 %)* | $1.9M | N/A | 1 | Barings BDC Inc |
| Subtotal Debt Investments ( 155.9 %)* | $1.9M | N/A | 1 | Barings BDC Inc |
| Investment Vehicles Total | $799K | N/A | 1 | Bain Capital Specialty Finance Inc |
| Total Affiliate Investments | $372K | $128K | 6 | Capital Southwest Corp, Fidus Investment Corp, Gladstone Capital Corp, Gladstone Investment Corp, Oaktree Specialty Lending Corp, Prospect Capital Corp |
| Fifth Season Investments LLC | $223K | N/A | 1 | Owl Rock Capital Corp |
| Fifth Season Investments LLC(26)(27) | $202K | N/A | 1 | Owl Rock Capital Corp |
| Total Investments - 202.5 % | $172K | N/A | 1 | Logan Ridge Finance Corp |
| Total Investments - 215.3 % | $170K | N/A | 1 | Logan Ridge Finance Corp |
Regulatory Registrations (35)
| Regulator | Country | Entity | Status | Reference |
|---|---|---|---|---|
| FCA | UK | Investments Plc | No longer registered | 195262 |
| FCA | UK | M&G Wealth Investments LLP | No longer authorised | 229445 |
| FCA | UK | Man Investments Ltd | No longer authorised | 114294 |
| BaFin | Germany | JF Investments GmbH | Inactive | ESMA-24497 |
| BaFin | Germany | WIP Investments GmbH | Inactive | ESMA-46951 |
| BaFin | Germany | SGI Investments GmbH | Unknown | 156467 |
| AMF | France | GRAPHENE INVESTMENTS | Active | 23776 |
| AMF | France | RIVAGE INVESTMENT | Active | 16863 |
| AMF | France | MONTEFIORE INVESTMENT | Active | 9945 |
| CSSF | Luxembourg | AZIMUT INVESTMENTS S.A. | Active | ESMA-AIF-17993 |
| CSSF | Luxembourg | AZIMUT INVESTMENTS S.A. | Active | ESMA-UCI-2839 |
| CSSF | Luxembourg | AZIMUT INVESTMENTS S.A. | Active | ESMA-UCI-50982 |
| ADGM/FSRA | UAE | Waha Investments Ltd | Active | 250051 |
| ADGM/FSRA | UAE | Global Investments Limited | Withdrawn | 190031 |
| ADGM/FSRA | UAE | Shukr Investments Limited | Withdrawn | 200019 |
| france_rcs | France | KKR PIP INVESTMENTS LP | Active | 912942604 |
| france_rcs | France | KKR SPN INVESTMENTS LP | Active | 912943958 |
| france_rcs | France | INFO INVEST | Closed | 499149995 |
| BMA | Bermuda | CLARIEN INVESTMENTS LIMITED | Active | |
| BMA | Bermuda | FIL Investment Advisors | Active | |
| BMA | Bermuda | Barnegat Investments Limited | c/o Argonaut LimitedArgonaut House5 Park RoadHamiltonHM 09 | Standard Fund |
| BMA | Bermuda | Marilla Investment Management Ltd. | Active | |
| BMA | Bermuda | Pancurri Investments Limited | c/o Mayfair Corporate Service Ltd.26 Burnaby StreetHamiltonPembroke HM 11 | Institutional Fund |
| BMA | Bermuda | Mukwa Investments Limited (amal w/36475) | Penthouse Level5 Reid StreetHamilton HM 11 | Institutional Fund |
| BMA | Bermuda | Yew Tree Investments Limited | c/o Apex Fund Services Ltd.Vallis Building, 4th Floor55 Par La Ville RoadHamiltonHM 11 | Institutional Fund |
| BMA | Bermuda | Serendip Investments Limited | c/o Zobec Services Limited21 Laffan StreetHamiltonHM 09 | Institutional Fund |
| BMA | Bermuda | Point Investments, Ltd. (In Liquidation) | c/o Alexander Management Ltd.Belvedere Building, Ground Floor69 Pitts Bay RoadPembrokeHM08 | Private Fund |
| BMA | Bermuda | Thiel Macro Investments Ltd. | c/o Citco Fund Services (Bermuda) LimitedO'Hara House3 Bermudiana RoadHamiltonPembroke HM08 | Private Fund |
| BMA | Bermuda | Gleneagles Investment Fund Ltd. | c/o Apex Fund Services Ltd.Vallis Building, 4th Floor58 Par-La-Ville RoadHamiltonHM 11 | Institutional Fund |
| ADGM-FSRA | ADGM | Ruya Co-Investment I LP | Active | F-0180 |
| ADGM-FSRA | ADGM | Lunate Direct Investments I LP | Active | F-0109 |
| ADGM-FSRA | ADGM | Lunate Direct Investments II LP | Active | F-0212 |
| ADGM-FSRA | ADGM | MGX I CO-INVESTMENT 2 LP | Active | F-0202 |
| ADGM-FSRA | ADGM | MGX I CO-INVESTMENT 3 LP | Active | F-0203 |
| ADGM-FSRA | ADGM | MGX I CO-INVESTMENT LP | Active | F-0153 |
Methodology
Weighted composite of 6 dimensions
fund performance: 25% - Median IRR vs strategy benchmark
talent stability: 20% - Team retention ratio + average tenure
credit health: 15% - BDC fair value as % of par + borrower concentration
regulatory compliance: 10% - Number of active registrations, legal filing count
market presence: 15% - News mentions + conference appearances + web traffic rank
growth trajectory: 15% - AUM change + hiring signals + new fund filings
Scale: 0-100, where 70+ is strong, 50-69 is moderate, below 50 is weak
Data Sources: SEC Form ADV filings, Pension fund performance reports (CalPERS, CalSTRS, WSIB, etc.), BDC 10-K/10-Q portfolio filings, FCA, BaFin, AMF, CSSF, ADGM, MAS, SFC regulatory registers, LinkedIn career histories, Market intelligence news aggregation, Conference appearance records, Tranco web traffic rankings, Glassdoor/employer rating platforms, Entity registration databases (Delaware, Cayman, Luxembourg, etc.), Hiring signal aggregation, Lobbying disclosure reports, ESG/PRI signatory data
Deal Pack generated by GP Stakes Intelligence Platform on Feb 4, 2026. Data version 202602041011.
All scores are computed algorithmically and should be used alongside independent due diligence.