Investing for impact
Impact investing means that your money is invested in companies that aim to effect real, positive change in the world, like improving global healthcare provision, developing innovative environmental solutions or reducing waste for example, all while aiming to grow your financial returns over the long term.
Who are we?
Back in 1931, M&G pioneered the UK’s first mutual fund allowing people to pool their money together to invest in a portfolio of British blue-chip company shares. Since then, we’ve built an equities business and reputation around investment integrity, original thinking and innovation.
Today, our capabilities span the breadth of active strategies to investing in equities, or company shares. Importantly, we are also one of the highest-ranked asset managers for responsible and impact investing1.
What are equities?
Equities are shares of ownership in a company. When you buy equities, also known as shares, you're effectively becoming a part owner of that business. The fortunes of that company will be reflected in its share price, so if it does well the value of your shares should rise. Shareholders can also earn an income if a company pays out dividends. These generally represent a share in the company’s profits and can often vary depending on how the business is performing.
What do we do?
We take a conviction-led, long-term approach to investing in equities. We believe company fundamentals, rather than economic cycles or market sentiment, drive share prices over time.
We aim to deliver the best returns to investors seeking capital growth and income through active management of our funds.
How do we deliver?
Our culture combines flair and discipline for the purpose of delivering the best possible outcomes, balancing risk and reward, for our customers.
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.
Impact |
M&G Better Health Solutions Fund M&G Climate Solutions Fund M&G Positive Impact Fund |
|---|---|
Sustainability Equity strategies designed to deliver long-term returns with environmental, social and governance (ESG) criteria applied within the investment strategy, or explicitly alongside an ESG-related objective |
M&G European Sustain Paris Aligned Fund M&G Global Listed Infrastructure Fund M&G Global Sustain Paris Aligned Fund M&G UK Sustain Paris Aligned Fund |
Global |
M&G Emerging Markets Monthly Income Fund* M&G Global Dividend Fund M&G Global Emerging Markets Fund M&G Global Strategic Value Fund M&G Global Themes Fund *At least 25% invested in bonds |
Asia-Pacific |
M&G Asian Fund M&G Japan Fund M&G Japan Smaller Companies Fund |
UK |
M&G Dividend Fund M&G Recovery Fund M&G Smaller Companies Fund M&G UK Income Distribution Fund |
US |
M&G North American Dividend Fund M&G North American Value Fund |
| Index | M&G European Index Tracker Fund M&G Index Tracker Fund |
1 ShareAction 2020 ranking. M&G placed ninth of 75 asset managers globally.
For more information, please view our M&G Guide to Equites
Choosing a fund
Like any investment, you should carefully consider if investing in equities fits with your personal aims and objectives before investing. Importantly, you should also check that the profile of the funds match your own investment timeframe and appetite for risk and reward. You can find out more about the risks you need to consider before investing in our KIIDs.
Our equities funds are what we call ‘building block’ funds – funds that you should hold only as part of a wider investment portfolio. You should also consider creating what’s called a ‘diversified portfolio’, meaning an investment portfolio that is spread across a blend of asset classes like equities, bonds and property. As different asset types are likely to perform well at different times and in different market conditions, investing in a good mix means you won't have ‘all your eggs in one basket’ and could mean more consistent returns over the long term too.
Find out more about diversification in our handy M&G Guides.
