The M&G (Lux) Conservative Allocation Fund will be merging into the M&G (Lux) Sustainable Allocation Fund on 21 October 2022.
More information can be found in the Circular that was sent to Shareholders.
The fund has been accredited with the following ESG labels:
The fund aims to provide a total return (the combination of capital growth and income) of 4 to 8% per annum over any five-year period while applying ESG Criteria and/or Impact Criteria.
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+ / Sustainable.
The fund invests in securities that meet the ESG Criteria and/or Impact Criteria.
The fund maintains a core holding of assets that have a positive societal impact through addressing the world’s major social and environmental challenges.
The fund invests in three categories of positive impact assets:
The fund has no benchmark.
Further information on the ESG and Impact methodology, including data sources, screening criteria and the relevant sustainability indicators 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.
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.