M&G (Lux) Positive Impact Fund

A financial future built to make a positive impact.

Promoting positive futures

At M&G, we believe an inclusive and focused approach has the potential to deliver positive impact and financial returns. Part of our range of Planet+ funds, the M&G (Lux) Positive Impact Fund identifies sustainable companies that seek to make the world a better place.

The value of 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 and you may get back less than you originally invested.

3 key reasons to invest

Our impact areas

"I believe that not only is impact investing the purest and most honest end point for purposeful investors, but I also believe it has the potential to provide superior investment returns - when executed with care."


John William Olsen, Fund Manager

At least 80% of the fund is invested 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 its ESG Criteria and Impact Criteria. Norms-, sector- and/or values-based exclusions apply to investments. All companies are assessed on their investment credentials and ability to deliver positive social and/or environmental impact.

The fund is actively managed and the benchmark is the MSCI ACWI Net Return Index.

Examples of companies we invest in

Cogna

A pioneer in improving access to education.

SafariCom

A leader in advancing social inclusion.

Brambles

Enabling the transition towards a circular economy.

ALK-Abello

A pioneer in improving health and saving lives

Schneider Electric

A leader in environmental solutions 

Solaredge

 Innovative technology enables climate action

Examples of companies held in the portfolio as of 31 March 2022.

Introduction to the fund

Exclusions

This is a marketing communication. Please refer to the prospectus and to the KIID before making any final investment decisions.

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.

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.

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 Prospectus.

The views expressed on this website should not be taken as a recommendation, advice or forecast.

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.