Marketing communication. For Investment Professionals only
“We believe that investing to address the challenges associated with climate change does not mean giving up economic returns. We aim to invest in companies that produce real solutions to these environmental challenges, while generating long-term wealth for our customers.”
The M&G (Lux) Climate Solutions Fund seeks to provide attractive returns through investment in companies that aim to deliver solutions to the challenge of climate change.
The fund aims to:
The fund manager expects that at least 80% of the fund will be invested in sustainable investments with an environmental objective.
Source: M&G, 2022.
The fund generally holds around 30 well-understood stocks diversiﬁed around three main impact areas: clean energy, green technology and the promotion of a circular economy. Across these impact areas, the fund invests in three types of impactful companies we classify as ‘pioneers’, ‘enablers’ and ‘leaders’, seeking to provide additional diversiﬁcation across industries, end markets, and maturity of business models.
*While we support the UN SDGs, we are not associated with the UN and our funds are not endorsed by them.
The diagram references the UN SDGs – 'Sustainable Development Goals'. We have mapped the SDGs against M&G's Impact Areas.
Source: M&G, 2022.
Exclusions and restrictions
Source: M&G, 2022. *Must be committed to transitioning to renewable energy sources.
|30 November 2022||€11,01 million|
|Fund launch date||12 November 2020|
|Benchmark*||MSCI World Net Return Index|
|Sector||Morningstar Equity Ecology|
|EUR A share class|
|Initial charge||Max. 4,00%|
|SFDR classiﬁcation||Article 9|
Source of fund facts: M&G as at 30.11.2022.
*The benchmark is a comparator used solely to measure the fund’s performance and does not constrain portfolio construction. The benchmark has been chosen as it best reﬂects the fund’s ﬁnancial objective. The fund is actively managed. The investment manager has complete freedom in choosing which investments to buy, hold and sell in the fund. The fund’s holdings may deviate signiﬁcantly from the benchmark’s constituents. The benchmark is not an ESG benchmark and is not consistent with the ESG Criteria and Impact Criteria.
**The ongoing charge is based on expenses as at 31.03.22.
This is a marketing communication. Please refer to the prospectus and to the KIID before making any final investment decision.
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.
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.
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 Key Investor Information Document and Prospectus.
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.
Investing in this fund means acquiring units or shares in a fund, and not in a given underlying asset such as a building or shares of a company, as these are only the underlying assets owned by the fund.
The fund’s sustainability-related disclosures can be found here
For an explanation of the terms used in this document, please refer to the glossary on our website here
For Investment Professionals only. Not for onward distribution. No other persons should rely on any information contained within.
The Instrument of Incorporation, Prospectus, Key Investor Information Document, annual or interim Investment Report and Financial Statements, are available in English, French or Dutch, free of charge from www.mandg.com/investments/be.
Before subscribing investors should read the Prospectus, which include a description of the investment risks relating to these funds. Please read the KIID before making a decision to invest. The information contained herein is not a substitute for independent investment advice.
M&G Luxembourg S.A. may terminate arrangements for marketing under the new Cross-Border Distribution Directive denotification process.
Complaints handling information is available in English from : www.mandg.com/investments/professional-investor/en-be/complaints-dealing-process
This financial promotion is issued by M&G Luxembourg S.A. Registered Office: 16, boulevard Royal, L‑2449, Luxembourg.