M&G (Lux) Global High Yield ESG Bond Fund: Investment review 2018

05/02/2019

- Since its launch in October 2017, the fund has made encouraging progress, both from an ESG and an investment performance perspective.

- The fund has consistently achieved an average ESG score higher than the global high yield bond market.

- Against a challenging market backdrop, the fund has demonstrated resilience and was able to outperform the global high yield bond sector.

The M&G (Lux) Global High Yield ESG Bond Fund combines M&G’s long-running experience in high yield investing with a rigorous assessment of environmental, social and governance (ESG) factors.

Since its launch in October 2017, the fund has made encouraging progress, both from an ESG and an investment performance perspective. Drawing on the expertise of our in-house team of credit analysts, along with external ESG research from MSCI, we have been able to identify a wide variety of opportunities displaying both attractive ESG and investment characteristics.

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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. Past performance is not a guide to future performance.

Investments in bonds are affected by interest rates, inflation and credit ratings. It is possible that bond issuers will not pay interest or return the capital. All of these events can reduce the value of bonds held by the fund. High yield bonds usually carry greater risk that the bond issuers may not be able to pay interest or return the capital.


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The value of 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 and you may get back less than you originally invested.