M&G Positive Impact Fund...• To invest in companies that have a positive societal impact through...
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06/01/2020 Page 1 1/1 Source: M&G, November 2019. Examples of companies that might be held in the portfolio. *The fund is actively managed. The benchmark is a target which the fund seeks to outperform. The index has been chosen as the fund’s target benchmark as it best reflects the scope of the fund’s investment policy. The target benchmark is used solely to measure the fund’s performance and does not constrain the fund’s portfolio construction. Fund Facts 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. • A compelling dual proposition of competitive economic returns and positive contribution to society. • A liquid, transparent vehicle based on a solid investment process, providing widespread access to impact investment through listed equities. • A strategy that can benefit from flows of capital across sectors and industries to help achieve the UN Sustainable Development Goals (SDGs) – a universal call to action to end poverty, protect the planet and ensure that all people enjoy peace and prosperity. Fund launch date: 20 November 2018 IA Global Sector The M&G Positive Impact Fund seeks to deliver attractive returns through investments in impactful and sustainable companies. Fund size: For Investment Professionals only Introducing the M&G Positive Impact Fund M&G Positive Impact Fund John William Olsen “Investing to help improve society and the environment does not mean giving up economic returns. We aim to invest in companies that address the world’s major social and environmental challenges, while generating long- term wealth for our customers.” Fund Profile Fund Manager 30 Nov 2019 £28.1 million Sector: Reasons to consider investing Seeking positive impact and sustainable wealth Why impact investing now? What will the fund invest in? • Investors, particularly millennials, are increasingly seeking a positive impact from their investments. • A changing regulatory backdrop, with UK and European regulators driving the social impact and sustainable finance agenda. • Multi-trillion-dollar opportunity for companies – and investors – to deliver innovative products and services focused on providing solutions to achieve the SDGs. Ben Constable- Maxwell Head of Sustainable and Impact Investing 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 has two aims: • To provide a higher total return (the combination of capital growth and income), net of the ongoing charges figure, than that of the MSCI ACWI Index over any five-year period; and • To invest in companies that have a positive societal impact through addressing the world’s major social and/or environmental challenges. Benchmark*: MSCI ACWI Index Benchmark type*: Target Source of fund facts: M&G, 30.11.19. LJ - . . . Companies whose products or services have a transformational effect on society or the environment LI< ABELLO Enablers Organisations that provide the tools for others to deliver positive social or environmental impact solar.:J!M§-' Leading companies which spearhead and mainstream impact and sustainability in their industries Sc~11eider c,Electric M INVESTMENTS
Transcript of M&G Positive Impact Fund...• To invest in companies that have a positive societal impact through...
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Source: M&G, November 2019. Examples of companies that might be held in the portfolio.
*The fund is actively managed. The
benchmark is a target which the fund
seeks to outperform. The index has
been chosen as the fund’s target
benchmark as it best reflects the
scope of the fund’s investment policy.
The target benchmark is used solely
to measure the fund’s performance
and does not constrain the fund’s
portfolio construction.
Fund Facts
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.
• A compelling dual proposition of competitive economic returns and positive contribution to society.
• A liquid, transparent vehicle based on a solid investment process, providing widespread access to impact investment through listed equities.• A strategy that can benefit from flows of capital across sectors and industries to help achieve the UN Sustainable Development Goals (SDGs) – a universal call to action to end poverty, protect the planet and ensure that all people enjoy peace and prosperity.
Fund launch date:20 November 2018
IA Global Sector
The M&G Positive Impact Fund seeks to deliver attractive returns through investments in impactful and sustainable companies.
Fund size:
For Investment Professionals only
Introducing the M&G Positive Impact Fund
M&G Positive Impact Fund
John William Olsen
“Investing to help improve society
and the environment does not
mean giving up economic returns.
We aim to invest in companies
that address the world’s major
social and environmental
challenges, while generating long-
term wealth for our customers.”
Fund Profile
Fund Manager
30 Nov 2019
£28.1 million
Sector:
Reasons to consider investing
Seeking positive impact and sustainable wealth
Why impact investing now?
What will the fund invest in?
• Investors, particularly millennials, are increasingly seeking a positive impact from their investments.
• A changing regulatory backdrop, with UK and European regulators driving the social impact and sustainable finance agenda.• Multi-trillion-dollar opportunity for companies – and investors – to deliver innovative products and services focused on providing solutions to achieve the SDGs.
Ben Constable-Maxwell
Head ofSustainable andImpact Investing
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 has two aims:• To provide a higher total return (the combination of capital growth and income), net of the ongoing charges figure, than that of the MSCI ACWI Index over any five-year period; and• To invest in companies that have a positive societal impact through addressing the world’s major social and/or environmental challenges.
Benchmark*:MSCI ACWI Index
Benchmark type*: Target
Source of fund facts: M&G, 30.11.19.
LJ
-. . . Companies whose
products or services have
a transformational effect on society or the environment
LI< ABELLO
Enablers
Organisations that provide the tools for others to
deliver positive social or environmental impact
solar.:J!M§-'
Leading companies which
spearhead and mainstream
impact and sustainability in their industries
Sc~11eider c,Electric
M INVESTMENTS
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Sustainable Development Goals Logo and Icons: United Nations, Department of Public Information.Source: M&G, November 2019.
For financial advisers only. Not for onward distribution. No other persons should rely on any information contained within. This financial promotion is issued by M&G SecuritiesLimited which is authorised and regulated by the Financial Conduct Authority in the UK and provides ISAs and other investment products. The company’s registered office is 10 FenchurchAvenue, London EC3M 5AG. Registered in England and Wales. Registered Number 90776.
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.
Mapping the world's main challenges
JAN 20 / 418001
Contact www.mandg.co.uk/contactus
www.equitiesforum.com
@mandgprof
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