M&G (Lux) Positive Impact Fund USD C AccRegister to Unlock Ratings |
Performance History | 31/05/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 19.8 | 13.0 | -7.8 | 1.1 | 1.1 |
![]() | +/-Cat | 5.5 | -2.0 | 2.1 | -8.4 | -4.5 |
![]() | +/-B’mrk | 7.3 | -6.0 | 0.3 | -13.5 | -7.3 |
Category: Global Flex-Cap Equity | ||||||
Category Benchmark: Morningstar Global All Cap ... |
Key Stats | ||
NAV 25/06/2024 | USD 15.16 | |
Day Change | 0.74% | |
Morningstar Category™ | Global Flex-Cap Equity | |
ISIN | LU1854104475 | |
Fund Size (Mil) 25/06/2024 | EUR 184.86 | |
Share Class Size (Mil) 25/06/2024 | USD 0.02 | |
Max Initial Charge | 1.25% | |
Ongoing Charge 21/05/2024 | 0.96% |
Investment Objective: M&G (Lux) Positive Impact Fund USD C Acc |
The Fund has two aims: Financial objective: to provide a higher total return (the combination of capital growth and income) than that of the global equity market over any five-year period; and Impact objective: to invest in companies that have a positive societal impact through addressing the world’s major social and/or environmental challenges. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
John Olsen 29/11/2018 | ||
Inception Date 29/11/2018 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI ACWI NR USD | Morningstar Global All Cap TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for M&G (Lux) Positive Impact Fund USD C Acc | 31/05/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 7.63 |
![]() | ![]() | 6.57 |
![]() | ![]() | 5.70 |
![]() | ![]() | 5.11 |
![]() | ![]() | 4.71 |
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M&G (Lux) Positive Impact Fund USD C Acc |