A flexible approach to investing sustainably

15 min read 27 Sep 22

Please find the latest fund update covering the M&G (Lux) Sustainable Allocation Fund:

Key takeaways

  • In a difficult year for sustainability-focused investment strategies, this fund continues to successfully allocate capital using the Multi Asset team’s value-based approach, while seeking exciting investment opportunities that we think will help drive the transition to a fairer, greener and lower-carbon world.
  • The fund was re-categorised as Article 9 under the Sustainable Finance Disclosure Regulation (SFDR). It has almost reached a four-year track record and is due to receive the assets of the M&G (Lux) Conservative Allocation Fund, which closes in October. 
  • The fund can access a growing, cross-asset sustainable investable universe, providing us, we believe, with an abundance of opportunities to invest flexibly in response to constantly shifting financial markets and asset valuations. 

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The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.

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