Take a closer look at how the M&G Global Sustain Paris Aligned Fund connects active equity investing with addressing climate change. Our global strategy seeks to manage risk and deliver steady returns, with a focus on quality companies aligned to the Paris Agreement. A fund pursuing the best for both investors and the climate.
Why invest in the fund?
Smooth
A rigorous focus on risk management, aiming for a smooth risk and return profile.
Long term
We are long-term stewards of capital, looking to hold investee companies for many years.
Quality
Seeks quality companies that can provide resilience through market cycles.
Sustainable
Aligns with the Paris Agreement on climate change and broader sustainability principles.
"We aim to invest in companies that can deliver excellent long-term financial returns, while contributing towards tackling climate change by reducing their own emissions or providing solutions for others to do so."
John William Olsen
Fund Manager
Discover the M&G (Lux) Global Sustain Paris Aligned
Investing towards the Paris Agreement? It’s more than just clean energy
Investors can help to address climate change by investing in a diversified portfolio of companies from across sectors and regions, not just clean energy or climate technology stocks.
Example investee companies
Microsoft
Global technology company Microsoft is making significant, intentional contributions towards the Paris Climate Agreement. It aims to become carbon negative before 2030, and by 2050, to have removed an equivalent amount to all of the carbon dioxide the company has emitted, either directly or indirectly via electricity consumption, since it was founded in 1975.
Linde
Linde is a leading industrial gases company, with an important role to play in fostering a cleaner, less polluted planet. Along with gradually reducing its own greenhouse gas emissions, the company is also facilitating its customers’ decarbonisation journeys.
The information provided should not be considered as a recommendation to purchase or sell any particular security.
Investment policy:
The Fund has two aims:
- Financial objective: provide a combination of capital growth and income to deliver a higher return than the global stock market over any five-year period; and
- Sustainable objective: invest in companies that contribute towards the Paris Agreement climate change goal.
At least 80% of the Fund is invested directly in the shares of companies, across any sector and of any size, from anywhere in the world, including emerging markets. The Fund usually holds shares in fewer than 40 companies. The Fund invests in securities that meet the ESG Criteria, applying an Exclusionary Approach and Positive ESG Outcome, in addition to its sustainable investment strategy in pursuit of the sustainable investment objective, as described in the precontractual annex. The fund’s recommended holding period is 5 years.
The main risks associated with this fund:
- 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 can be exposed to different currencies. Movements in currency exchange rates may adversely affect the value of your investment.
- Investing in emerging markets involves a greater risk of loss due to greater political, tax, economic, foreign exchange, liquidity and regulatory risks, among other factors. There may be difficulties in buying, selling, safekeeping or valuing investments in such countries.
- 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.
- 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.
Please note, investing in this fund means acquiring units or shares in a fund, and not in a given underlying asset such as building or shares of a company, as these are only the underlying assets owned by the fund.
Further details of the risks that apply to the fund can be found in the fund's Prospectus.
Sustainability information:
The fund will make a minimum of sustainable investments with an environmental objective: 80%
You can find the fund’s sustainability-related disclosures on the M&G website.
