Essential infrastructure for the modern world

M&G (Lux) Global Listed Infrastructure Fund

Why infrastructure?


Infrastructure holds an important place in the fabric of modern society, serving as the backbone of the world economy. As such, we believe that the potentially reliable and growing cashflows generated by the asset class have an equally important part to play in investors’ portfolios.

Everyday we’re unknowingly reliant on infrastructure. From getting up in the morning, checking your phone and taking a shower to watching the latest boxset at the end of the day.

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 has received the Febelfin sustainability label "Towards Sustainaibility". More information: www.towardssustainability.be/en


Where we invest

Renewables

NextEra

The world's largest producer of wind energy and the market leader in energy storage.

To find out more

Decarbonisation

Enel

A company at the forefront of renewable energy use, accelerating decarbonisation.

To find out more

We manage €40.3 bn across private, listed and infrastructure debt.*

*As at 31 December 2020


Why us?

Differentiated, Diversified

Investing beyond the traditional realm of economic infrastructure and diversifying into social and evolving infrastructure, with the assessment of environmental, social and governance (ESG) considerations integrated in the investment process

Rising Income

A high conviction fund investing in 40-50 companies that have the potential to increase dividends sustainably over the long term, often backed by inflation protected revenues

Lower Volatility

Listed infrastructure offers potential characteristics of higher dividend yield and lower volatility versus global equities


 

 

M&G (Lux) Global Listed Infrastructure Fund

The fund invests in the foundations of a modern society – from the physical assets that provide our water, energy and transportation needs, to the education and healthcare facilities that foster our society, and the communications networks that connect us in an increasingly digital world.

Our global approach seeks out opportunities in both the developed and the developing world, with a resolute focus on long-term stability and inflation-protected growth in an asset class with breadth, depth and liquidity.

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.

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.

Contact the team

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