M&G (Lux) Positive Impact Fund GBP L IncRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | - | 13.9 | -7.9 | 1.7 | 6.3 |
![]() | +/-Cat | - | -1.1 | 1.9 | -7.8 | -0.1 |
![]() | +/-B’mrk | - | -5.1 | 0.1 | -13.0 | -5.4 |
Category: Global Flex-Cap Equity | ||||||
Category Benchmark: Morningstar Global All Cap ... |
Key Stats | ||
NAV 14/08/2024 | GBP 11.94 | |
Day Change | 0.95% | |
Morningstar Category™ | Global Flex-Cap Equity | |
IA (formerly IMA) Sector | - | |
ISIN | LU2224453709 | |
Fund Size (Mil) 14/08/2024 | EUR 177.73 | |
Share Class Size (Mil) 14/08/2024 | GBP 4.35 | |
Max Initial Charge | 1.25% | |
Ongoing Charge 21/05/2024 | 0.53% |
Investment Objective: M&G (Lux) Positive Impact Fund GBP L 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 15/09/2020 |
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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 GBP L 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 GBP L Inc |