M&G (Lux) Pan European Sustain Paris Aligned Fund USD A AccRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 4.2 | 15.1 | -4.6 | 15.9 | 9.0 |
![]() | +/-Cat | -0.1 | -0.2 | 3.7 | 4.4 | 3.0 |
![]() | +/-B’mrk | 1.6 | -2.6 | 0.0 | 2.8 | 1.5 |
Category: Europe Large-Cap Blend Equity | ||||||
Category Benchmark: Morningstar DM Eur TME NR EUR |
Key Stats | ||
NAV 14/08/2024 | USD 18.24 | |
Day Change | 1.41% | |
Morningstar Category™ | Europe Large-Cap Blend Equity | |
ISIN | LU1670716270 | |
Fund Size (Mil) 14/08/2024 | EUR 345.39 | |
Share Class Size (Mil) 14/08/2024 | USD 0.17 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 21/05/2024 | 1.70% |
Morningstar Research |
Analyst Report | 28/02/2024 Michael Born, Analyst Morningstar, Inc |
The strong execution of a well-formed investment process makes M&G (Lux) Pan European Sustain Paris Aligned an attractive offering for pan-European equity exposure. We retain a high degree of conviction in the manager’s approach, despite some... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 24 |
Parent | 23 |
Process | 25 |
Performance | |
Price |
Investment Objective: M&G (Lux) Pan European Sustain Paris Aligned Fund USD A Acc |
The Fund has two aims: Financial objective: to provide a higher total return (capital growth plus income) than that of the European equity market over any five-year period; and Sustainable objective: to invest in companies that contribute towards the Paris Agreement climate change goal. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
John Olsen 09/11/2018 | ||
Inception Date 09/11/2018 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI Europe NR EUR | Morningstar DM Eur TME NR EUR |
Target Market | ||||||||||||||||||||
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Portfolio Profile for M&G (Lux) Pan European Sustain Paris Aligned Fund USD A Acc | 31/07/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 7.08 |
![]() | ![]() | 4.83 |
![]() | ![]() | 4.56 |
![]() | ![]() | 4.35 |
![]() | ![]() | 3.95 |
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M&G (Lux) Pan European Sustain Paris Aligned Fund USD A Acc |