fund
M&G POSITIVE IMPACT GBP I
A global equity fund investing in companies meeting the world's social and environmental challenges.
PRICE (INC)
137.67p
PRICE (ACC)
145.44p
INITIAL CHARGE
0%
ANNUAL MANAGEMENT CHARGE
0.7%
ONGOING CHARGE
0.7%
YIELD
1.6%
1 YEAR
-8.31%Prices as at 16 Nov 2023.
We don’t currently provide commentary on this fund.
Past performance is not an indication of future performance.
Capital at risk.
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 the MSCI ACWI Index over any five-year period; and to invest in companies that aim to have a positive societal impact through addressing the world’s major social and environmental challenges. At least 80% of the Fund is invested in the equity securities of companies across any sector and market capitalisation that are domiciled in any country, including Emerging Markets. The Fund has a concentrated portfolio and usually holds fewer than 40 stocks.
Fund summary
| Sector | Global |
|---|---|
| Structure | OEIC |
| Launched | November 2018 |
| Size | £224m |
| Yield | 1.6% |
| Dividends paid | May |
Charges
| Standard Initial Charge | 0% |
|---|---|
| Initial Charge Via BestInvest | 0% |
| Additional Bid/Offer Spread | 0% |
| Annual Management Charge | 0.7% |
| Ongoing Charges Figure | 0.7% |
Investment Process
The information on this website is not intended to be advice or a recommendation to buy, sell or hold any investment mentioned. The value of investments and the income from them can go down as well as up and you may not get back the amount invested.
Past performance is not a guide to future performance. View full risk warning