M&G (Lux) Climate Solutions Fund

Working to build a cleaner future

Aiming to deliver solutions to combat climate change

M&G’s Climate Solutions fund is part of our range of Planet+ funds. It’s designed to deliver both financial returns for investors and a positive impact for the planet. We invest in companies which we believe can deliver solutions to the challenges of climate change.

3 key reasons to invest

Our focus areas

Investing in the solutions to climate challenges

 

Examples of companies we invest in

 
Climate solutions exist across a broad range of sectors. It's a common myth that we must just focus on renewable energy to cut emissions. Whilst this is a big part of the solution there are so many other sectors which can achieve a positive impact.
 
 

Introduction to the fund

Fund manager, Randeep Somel gives an overview of the fund and answers five key questions.

Trex

Trex is a pioneer in the transition towards a circular economy.

Verbund

Verbund is a leader in the production of clean energy.

Rockwool

Rockwool's innovative insulation enables climate action.

At least 80% of the fund is invested in the shares of companies, across any sector and of any size, that are based, or do most of their business, in developed markets. The fund is concentrated and usually holds shares in fewer than 40 companies. All companies are assessed on their investment credentials and ability to deliver solutions to the climate change challenge, based on M&G’s proprietary impact assessment methodology. 

The benchmark of the fund is the MSCI World Index. The benchmark is a target against which the fund’s financial performance can be measured. The index has been chosen as benchmark as it best reflects the financial aspects of the fund’s investment policy. The benchmark does not constrain the fund's portfolio construction. The fund is actively managed. The fund manager ha`s 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.

Please note, when making a decision to invest in the this fund, investors should take into account all the characteristics or objectives of the fund as described in the fund’s prospectus.

Exclusions

Insights

 

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

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.

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.

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.

See our glossary for more information on the financial terms used.