This fund is ideal for investors seeking long-term income and capital growth from a diversified portfolio of global equity securities, with a focus on companies that contribute towards the Paris Agreement climate change goal. The recommended investment horizon is 5 years or longer.
The fund aims to provide combined income and capital growth that is higher than that of the global stockmarket (as measured by the MSCI World Net Return Index) over any five-year period and to invest in companies that contribute towards the Paris Agreement climate change goal of keeping a global temperature rise this century well below two degrees Celsius above pre-industrial levels.
All returns quoted are C-Class after fees and charges
M&G Investment Management Limited (UK)
Luxembourg
US Dollar
Morningstar Global Large-Cap Blend Equity
MSCI World Net Return Index
9 November 2018
Date | Unit | Price |
No initial fees are charged
Investor Class (C): 0.75%
HOW DO I INVEST IN THIS FUND?
Please contact us to discuss investment options.
The fund aims to achieve its investment objective by investing at least 80% of the fund in the shares of sustainable companies from anywhere in the world, including emerging markets. The fund usually holds shares in fewer than 40 companies. Companies that are assessed to be in breach of the United Nations Global Compact principles on human rights, labour, environment and anti-corruption are excluded from the investment universe. Industries such as tobacco and controversial weapons are also excluded. The investment manager invests in the shares of companies with sustainable business models, where short-term issues have created attractive buying opportunities. ESG and sustainability considerations are fully integrated into the investment process.
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