M&G (Lux) Positive Impact Fund USD LI AccRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 20.3 | 13.5 | -7.3 | 1.6 | 6.3 |
![]() | +/-Cat | 6.0 | -1.5 | 2.5 | -7.9 | 0.0 |
![]() | +/-B’mrk | 7.8 | -5.5 | 0.7 | -13.0 | -5.3 |
Category: Global Flex-Cap Equity | ||||||
Category Benchmark: Morningstar Global All Cap ... |
Key Stats | ||
NAV 14/08/2024 | USD 15.94 | |
Day Change | 1.16% | |
Morningstar Category™ | Global Flex-Cap Equity | |
ISIN | LU1854107064 | |
Fund Size (Mil) 14/08/2024 | EUR 177.73 | |
Share Class Size (Mil) 14/08/2024 | USD 11.53 | |
Max Initial Charge | 1.25% | |
Ongoing Charge 21/05/2024 | 0.48% |
Investment Objective: M&G (Lux) Positive Impact Fund USD LI 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 LI Acc | 31/07/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 6.47 |
![]() | ![]() | 6.17 |
![]() | ![]() | 5.72 |
![]() | ![]() | 5.45 |
![]() | ![]() | 4.89 |
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M&G (Lux) Positive Impact Fund USD LI Acc |