Investing in listed

M&G (Lux) Global Listed Infrastructure Fund

Why investing in listed infrastructure?

  • Infrastructure is the backbone of the economy that keeps the world running
  • Income from infrastructure companies is often linked to inflation
  • In 2022 the fund has been regranted the Towards Sustainability label in Belgium
  • The fund invests in themes with underlying structural growth

Why now?

  • We believe listed infrastructure has the potential to provide reliable and sustainability focused long-term growth

  • Companies are paying increasing attention to ESG credentials in their efforts to become better businesses, both from a financial perspective as well as looking to ensure sustainability

  • Fiscal expansion in the wake of COVID-19, including higher spending on infrastructure, may provide a favourable backdrop for the asset class

Visit the fund page

Investing aligned with Sustainable Development Goals (SDGs)

As infrastructure plays such a vital role in society, we believe many of the critical infrastructure assets in which we invest (via listed securities) can support a number of the UN’s Sustainable Development Goals (SDGs).

“Infrastructure, in particular, underpins all of the SDGs. It plays a critical role in society because it can influence development far into the future –both positively and negatively. This is why it is vital to understand the influence that infrastructure systems have on the SDGs.”

Source: ‘Infrastructure: Underpinning sustainable development’, The United Nations Office for Project Services (UNOPS), 2018

17 Sustainable Development Goals (SDGs)

Source: M&G Investments

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

Portfolio threshold: At least 70% of AUM aligned to SDGs

Source: M&G Revenue mapping (per 26 August 2022)

Discover more about the M&G (Lux) Global Listed Infrastructure Fund

Alex Araujo, fund manager of the M&G (Lux) Global Listed Infrastructure Fund, provides an update on the strategy and offers a general overview of current opportunities in the midst of this inflationary environment. 

At least 80% of the fund is invested in the shares of infrastructure companies and investment trusts of any size and from anywhere in the world, including emerging markets. The fund usually holds shares in fewer than 50 companies. The fund invests in securities that meet the ESG Criteria and Sustainability Criteria. Norms-, sector- and/or values-based exclusions apply to investments. The Fund promotes Environmental/Social (E/S) characteristics and while it does not have as its objective a sustainable investment, it will have a minimum proportion of 51% of sustainable investments.

You can find Fund’s 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 views expressed on this website should not be taken as a recommendation, advice or forecast.

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.

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.

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.

Further details of the risks that apply to the fund can be found in the fund's Prospectus.

See our glossary for more information on the financial terms used

Contact the team

Contact us