Transparency & focus
As a basis for a solid investment process, listed shares in all economic sectors provide broad access to impact investing. We focus on companies with compelling business models. The portfolio consists of fewer than 40 stocks.
Sustained capital gains
Our strategy combines two goals – competitive financial returns and a positive social contribution. For we feel that the future belongs to companies that, in addition to earning a solid return on equity, can also improve the living conditions of many people.
An altered regulatory environment
Regulatory authorities are increasingly promoting social and sustainable investment processes. Legislation and regulations are giving rise to a new framework and are offering companies new growth opportunities.
M&G (Lux) Positive Impact Fund invests in companies that have a positive influence on society by addressing the world’s key social and/or environmental challenges. These include companies that make products for affordable and clean energy and those that provide services that combat global poverty.
The fund holds a small number of investments, and therefore a fall in the value of a single investment may have a greater impact than if it held a larger number of investments.
The value and income from the fund’s assets will go down as well as up. This will cause the value of your investment to fall as well as rise. There is no guarantee that the fund will achieve its objective and you may get back less than you originally invested.
The fund can be exposed to different currencies. Movements in currency exchange rates may adversely affect the value of your investment
The fund invests mainly in company shares and is therefore likely to experience larger price fluctuations than funds that invest in bonds and/or cash.
We are unable to give financial advice. If you are unsure about the suitability of your investment, speak to your financial adviser.
The views expressed in this document should not be taken as a recommendation, advice or forecast.
Further details of the risks that apply to the fund can be found in the fund's Prospectus and Key Investor Information Document.
Explanations of the investment terms used on this page can be found in the glossary.