More and more people want to put their investments to work to support positive changes in society and the environment, beyond the avoidance of harm associated with traditional ethical or ESG investments.
Impact investing targets those companies that are aiming to deliver solutions to the world’s most urgent problems, from climate change to social inequality, which can also generate attractive long-term returns. At M&G, our Positive Impact team invests in quality companies producing measurable, material, positive social and/or environmental impacts.
The M&G (Lux) Positive Impact Fund seeks to deliver attractive returns through investments in impactful and sustainable companies. The fund embraces the UN Sustainable Development Goals framework and invests in companies focused on six key impact areas – three environmental and three social – mapped against the SDGs. While we support the UN SDGs, we are not associated with the UN and our funds are not endorsed by them.
The value of the fund's assets will go down as well as up. This will cause the value of your investment to fall as well as rise and you may get back less than you originally invested.
The M&G (Lux) Positive Impact Fund is a liquid, transparent vehicle based on a solid investment process, providing widespread access to impact investment through listed equities. The fund generally holds around 30 stocks, and reports on the impacts of those companies annually.
The fund has a compelling dual 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 to invest in companies that have a positive societal impact through addressing the world’s major social and/or environmental challenges.
Regulators are increasingly focused on the environmental and social characteristics of businesses, with government’s around the world funding green regeneration packages. We think this is creating exciting opportunities for companies that are delivering solutions to the world’s greatest challenges.
The value and income from the fund's assets will go down as well as up. This will cause the value of your investment to fall as well as rise. There is no guarantee that the fund will achieve its objective and you may get back less than you originally invested.
The fund holds a small number of investments, and therefore a fall in the value of a single investment may have a greater impact than if it held a larger number of investments.
The fund can be exposed to different currencies. Movements in currency exchange rates may adversely affect the value of your investment.
ESG information from third-party data providers may be incomplete, inaccurate or unavailable. There is a risk that the investment manager may incorrectly assess a security or issuer, resulting in the incorrect inclusion or exclusion of a security in the portfolio of the fund.
Further details of the risks that apply to the fund can be found in the fund's Prospectus.
We are unable to give financial advice. If you are unsure about the suitability of your investment, speak to your financial adviser.
The views expressed in this document should not be taken as a recommendation, advice or forecast
The fund invests mainly in company shares and is therefore likely to experience larger price fluctuations than funds that invest in bonds and/or cash.
Explanations of the investment terms used on this page can be found in the glossary.