A financial future built
to generate a
positive impact

M&G (Lux) Positive Impact Fund

Promote a better future

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 fund is classified under Article 9 of the SFDR Regulation.

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 reasons to invest

M&G (Lux) Positive Impact Fund

The aim of the M&G (Lux) Positive Impact Fund is to achieve attractive returns by investing in impactful and sustainable companies. The fund is guided by the UN Sustainable Development Goals (SDGs) and invests in companies that focus on at least one of six key impact areas - three environmental and three social - each based on the UN SDGs.

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 manager expects at least 80% of the fund to be invested in sustainable investments (with a minimum 30% in social and 30% in environmental).The fund is actively managed and the benchmark is the MSCI ACWI Net Return Index. The benchmark is not an ESG benchmark and is not consistent with the ESG Criteria and Sustainability Criteria.

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.

"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

Exclusions we make in the investment process

Further details about fund’s exclusions approach are described in the ESG Criteria document available here

Why M&G?

Focus & transparency


The M&G (Lux) Positive Impact Fund is a liquid, transparent investment product with a sound investment process. It offers broad access to impact investments through listed stocks. The fund typically holds around 40 stocks and reports annually on the impact of these companies. 

Dual objective


The fund has a compelling dual objective: first, it aims to deliver a higher total return (capital growth plus income) than the global equity market over any five-year period. Secondly, it invests in companies that address the world's major social and/or environmental challenges, thereby achieving positive impact. 

An evolving regulatory environment

 

Regulators are increasingly focusing on the environmental and social profile of companies, and governments around the world are funding green policy packages. We believe this creates multiple opportunities for companies to provide solutions to the world's biggest challenges.

Next steps

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Explanations of the investment terms used on this page can be found in the glossary.

The benchmark is MSCI ACWI Net Return Index. 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 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.

You can find our sustainability-related disclosures here.

This is a marketing communication. Please refer to the prospectus and to the key information document (KID) 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.