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M&G (Lux) Positive Impact Fund

Why investing for impact?

More and more people want to put their investments to work to support positive changes in society and the environment but while taking this a step further than with traditional ethical or ESG investments.

Targeted investments in companies that are seeking hand-on solutions to the world’s urgent problems, such as hunger or poor working conditions, can potentially generate attractive long-term returns. That’s why we feel that impact investing is not idealistic but, rather, profoundly pragmatic. Impact investing, for example, makes it possible to measure non-financial returns, based on an analysis of the positive impacts of a company’s activities or products with regards to the United Nations’ Sustainable Development Goals.

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.

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Where we invest

ALK, Dänemark

Global pharmaceutical research company specialising in prevention, diagnosis and handling of allergies.

ALK

ON Semiconductor, USA

Internationally active maker of semiconductors for IT electronic equipment that enhances energy efficiency, for example in electricity demand.

ON Semiconductor

ISS, Dänemark

A worldwide provider of facility services, for example in managing buildings and installations.

ISS

Examples of companies that could be held in the portfolio.

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Why M&G?

1

Transparency & focus

As a basis for a solid investment process, listed shares in all economic sectors provide broad access to impact investing. We focus on companies with compelling business models. The portfolio consists of fewer than 40 stocks.

2

Sustained capital gains

Our strategy combines two goals – competitive financial returns and a positive social contribution. For we feel that the future belongs to companies that, in addition to earning a solid return on equity, can also improve the living conditions of many people.

3

An altered regulatory environment

Regulatory authorities are increasingly promoting social and sustainable investment processes. Legislation and regulations are giving rise to a new framework and are offering companies new growth opportunities.

M&G (Lux) Positive Impact Fund invests in companies that have a positive influence on society by addressing the world’s key social and/or environmental challenges. These include companies that make products for affordable and clean energy and those that provide services that combat global poverty.

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 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 can be exposed to different currencies. Movements in currency exchange rates may adversely affect the value of your investment.

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.

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How to invest?

 
Telephone
Tel.: +41 (0) 43 443 8200

Post
M&G Investments S.A.
8 Rue Lamennais
75008 Paris
France

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Visit Fund page

For Investment Professionals only. Not for onward distribution to any other type of client. No other persons should rely on the information contained on this website. Content should therefore be shared responsibly with other investment professionals. The value of investments will fluctuate, which will cause fund prices to fall as well as rise and investors may not get back the original amount invested.