Marketing communication. For Investment Professionals only

M&G (Lux) Positive Impact Fund

Seeking positive impact and sustainable wealth
John William Olsen, Fund Manager
Ben Constable-Maxwell, Head of Sustainable and Impact Investing

"Investing to help improve society and the environment does not mean giving up economic returns. We aim to invest in companies that address the world's major social and environmental challenges, while generating long-term wealth for our customers."

Introducing the M&G (Lux) Positive Impact Fund

The M&G (Lux) Positive Impact Fund seeks to deliver attractive returns through investments in impactful and sustainable companies.

The fund has two aims:

  • Financial objective: provide a combination of capital growth and income to deliver a higher return than the global stockmarket over any five-year period; and
  • Impact objective: invest in companies that have a positive impact on society through addressing the world’s major social and/or environmental challenges.

Reasons to consider investing

  • A compelling dual proposition, seeking to achieve competitive economic returns and a positive contribution to society.
  • A liquid, transparent vehicle based on a solid investment process, providing widespread access to impact investment through listed equities.
  • A strategy that can benefit from flows of capital across sectors and industries to help achieve the UN Sustainable Development Goals (SDGs)* – a universal call to action to end poverty, protect the planet and ensure that all people enjoy peace and prosperity.

*While we support the UN SDGs, we are not associated with the UN and our funds are not endorsed by them.

Why impact investing now?

  • Investors are increasingly seeking a positive impact from their investments.
  • A changing regulatory backdrop, with European regulators driving the social impact and sustainable finance agenda.
  • Multi-trillion-dollar opportunity for companies – and investors – to deliver innovative products and services focused on providing solutions to achieve the SDGs.

What will the fund invest in?

Source: M&G, 2022. Examples of companies that might be held in the portfolio.

At least 80% of the fund is invested in the shares of companies from anywhere in the world, including emerging markets. The fund usually holds shares in fewer than 40 companies.

The fund invests over the long term in companies that meet the fund’s environmental, social and governance (ESG) criteria and impact criteria.

Mapping the world's vital challenges

Source: M&G 2022

Fund Facts

31 July 2022 US$256.21 million
Fund launch date 29 November 2018
Benchmark* MSCI ACWI Net Return Index
Sector Morningstar Global Flex-Cap Equity sector

* The benchmark is a comparator used solely to measure the fund's performance and does not contain portfolio construction. The benchmark has been chosen as it best reflects the fund's financial objective. The fund is actively managed. The fund 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.

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 can be exposed to different currencies. Movements in currency exchange rates may adversely affect the value of your investment.

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.

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 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.

For Professional Investors only. Not for onward distribution. No other persons should rely on any information contained within.

This financial promotion is issued by M&G Investments (Hong Kong) Limited. Office: Unit 1002, LHT Tower, 31 Queen’s Road Central, Hong Kong. The contents of this document have not been reviewed by any regulatory authority in Hong Kong. You are advised to exercise caution in relation to the offer of any funds mentioned in it. If you are in any doubt about any of the contents of this document, you should obtain independent professional advice. Shares, units or other interests in the funds mentioned in this document may only be offered or sold in Hong Kong to persons who are “professional investors” as defined in the Securities and Futures Ordinance (“Ordinance”) and any rules made under the Ordinance – or in circumstances which are permitted under the Companies (Winding Up and Miscellaneous Provisions) Ordinance. In addition, distribution of this document in Hong Kong is restricted. It may not be issued or possessed for the purposes of issue, whether in Hong Kong or elsewhere, and shares, units or other interests in the funds mentioned may not be disposed of to any person unless such person is a “professional investor” as defined in the Ordinance and any rules made under the Ordinance or as otherwise may be permitted under Hong Kong law.