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    M&G (Lux) Global Sustain Paris Aligned Fund

    LATEST PRICE

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    Who Should Invest

    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.

    Risk Profile

    High Risk

    Investment Objective

    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.

    • Offshore
    • Income & Growth
    • High Risk

    Details

    Performance

    All returns quoted are C-Class after fees and charges

    Investment Manager

    M&G Investment Management Limited (UK)

    Domicile:

    Luxembourg

    Currency:

    US Dollar

    Morningstar Category:

    Morningstar Global Large-Cap Blend Equity

    Benchmark

    MSCI World Net Return Index

    Inception Date

    9 November 2018

    Prices

    Date Unit Price

    Fees

    Initial fees (excl. VAT):

    No initial fees are charged

    Annual management fees (excl. VAT):

    Investor Class (C): 0.75%

     

    HOW DO I INVEST IN THIS FUND?

    Please contact us to discuss investment options.

    • Fund Return

    • Benchmark Return

    • Outperformance

    HOW TO INVEST

    Fund Management Approach

    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.

    Fund Managers