M&G (Lux) Positive Impact Fund EUR A IncRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 18.2 | 12.8 | -9.2 | -0.1 | 5.6 |
![]() | +/-Cat | 3.9 | -2.3 | 0.6 | -9.6 | -0.8 |
![]() | +/-B’mrk | 5.7 | -6.2 | -1.1 | -14.8 | -6.1 |
Category: Global Flex-Cap Equity | ||||||
Category Benchmark: Morningstar Global All Cap ... |
Key Stats | ||
NAV 14/08/2024 | EUR 14.14 | |
Day Change | 0.98% | |
Morningstar Category™ | Global Flex-Cap Equity | |
ISIN | LU1854107148 | |
Fund Size (Mil) 14/08/2024 | EUR 177.73 | |
Share Class Size (Mil) 14/08/2024 | EUR 3.32 | |
Max Initial Charge | 4.00% | |
Ongoing Charge 21/05/2024 | 1.97% |
Investment Objective: M&G (Lux) Positive Impact Fund EUR A Inc |
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 EUR A Inc | 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 EUR A Inc |