Next-generation technology will drive our future and help us towards achieving new standards in sustainability and environmental protection. But technology can't function without infrastructure. So we must build next-generation infrastructure too - the cables, the data, the communications and the energy that will allow us to harness the potential of technology for human progress and sustainability. Next-generation infrastructure is at the heart of M&G's listed infrastructure strategy.
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 value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested.
The potential for reliable and growing cashflows generated by critical physical infrastructure – long-term assets which are essential for the functioning of global society.
Listed infrastructure provides exposure to long-term structural growth trends including renewable energy, clean transport and digital connectivity.
Watch the following short video to hear fund manager, Alex Araujo, discuss some of the key themes for the listed infrastructure sector over the coming months.
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).
Source: ‘Infrastructure: Underpinning sustainable development’, The United Nations Office for Project Services (UNOPS), 2018
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.
Source: M&G Revenue mapping (per 26 August 2022)
The information provided should not be considered a recommendation to purchase or sell any particular security.
The main risks that could affect performance are set out below:
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 views expressed in this document should not be taken as a recommendation, advice or forecast.
The fund invests in the foundations of a modern society – from the physical assets that provide our water, energy and transportation needs, to the education and healthcare facilities that foster our society, and the communications networks that connect us in an increasingly digital world.
Our global approach seeks out opportunities in both the developed and the developing world, with a resolute focus on long-term stability and inflation-protected growth in an asset class with breadth, depth and liquidity.
You can find Fund’s sustainability-related disclosures here.
See our glossary for more information on the financial terms used.
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.
Further details of the risks that apply to the fund can be found in the fund's Prospectus.