M&G Positive Impact Fund Sterling L IncRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 22.7 | 13.8 | -7.9 | 1.5 | 6.4 |
![]() | +/-Cat | 8.4 | -1.2 | 1.9 | -8.0 | 0.0 |
![]() | +/-B’mrk | 10.2 | -5.2 | 0.2 | -13.2 | -5.3 |
Category: Global Flex-Cap Equity | ||||||
Category Benchmark: Morningstar Global All Cap ... |
Key Stats | ||
NAV 14/08/2024 | GBP 1.55 | |
Day Change | 0.95% | |
Morningstar Category™ | Global Flex-Cap Equity | |
IA (formerly IMA) Sector | Global | |
ISIN | GB00BG886F40 | |
Fund Size (Mil) 13/08/2024 | GBP 204.20 | |
Share Class Size (Mil) 13/08/2024 | GBP 61.71 | |
Max Initial Charge | - | |
Ongoing Charge 31/03/2024 | 0.50% |
Investment Objective: M&G Positive Impact Fund Sterling L Inc |
The Fund has two aims: to provide a higher total return (the combination of capital growth and income), net of the Ongoing Charges Figure, than the MSCI ACWI Index over any five-year period; and to invest in companies that aim to have a positive societal impact through addressing the world’s major social and environmental challenges. At least 80% of the Fund is invested in the equity securities of companies across any sector and market capitalisation that are domiciled in any country, including Emerging Markets. The Fund has a concentrated portfolio and usually holds fewer than 40 stocks. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
John Olsen 20/11/2018 | ||
Inception Date 20/11/2018 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI ACWI GR GBP | Morningstar Global All Cap TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for M&G Positive Impact Fund Sterling L Inc | 31/07/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 6.40 |
![]() | ![]() | 6.10 |
![]() | ![]() | 5.65 |
![]() | ![]() | 5.39 |
![]() | ![]() | 4.84 |
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M&G Positive Impact Fund Sterling L Inc |