Summary: Equity markets have staged a comeback since early March, with the MSCI AC World Index down less than 6% in US dollar terms year to date. We believe investors are being far too complacent about the risks ahead and should exercise caution in their Equities exposure.
The fund has been accredited with the following ESG labels:
The fund has two aims:
The fund applies ESG Integration. ESG integration is the systematic inclusion of ESG factors in investment analysis and investment decisions.
The fund is categorised as Planet+ / Impact.
The fund invests in securities that meet the ESG Criteria and Impact Criteria.
The fund invests in three categories of positive impact companies:
Sustainability and impact considerations are fundamental in the stock selection process. Companies are assessed on their investment credentials and ability to deliver positive social and/or environmental impact, based on M&G’s impact assessment methodology.
The benchmark of the fund is the MSCI ACWI Net Return Index. It is a comparator against which the fund’s performance can be measured. The benchmark is not an ESG benchmark and is not consistent with the ESG Criteria and Impact Criteria.
Further information on the exclusions applicable to the fund and on the methodologies used to assess, measure and monitor the sustainable investment objective of the fund can be found in the ESG Criteria and Impact Criteria.
A description of ESG and responsible investment terms used is available in the fund’s Prospectus.
Information on the overall sustainability-related impact of the fund can be found in the latest annual report.
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. Past performance is not a guide to future performance.