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 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:
Source: M&G, March 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, March 2022.
Exclusions and restrictions
Source: M&G, March 2022. *Must be committed to transitioning to renewable energy sources.
|30 April 2022||£20.40 million|
|Fund launch date||05 November 2020|
|Benchmark*||MSCI World Index|
|Sector||IA Global Sector|
Source of fund facts: M&G as at 30.04.22.
*The benchmark is a target against which the fund’s financial performance can be measured. The index has been chosen as benchmark as it best reflects the financial aspects of the fund’s investment policy. The benchmark does not constrain the fund's portfolio construction. The fund is actively managed. The fund 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 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.
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.
Visit the fund page