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M&G POSITIVE IMPACT GBP I

Bestinvest LogoA 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%
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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

SectorGlobal
StructureOEIC
LaunchedNovember 2018
Size£224m
Yield1.6%
Dividends paidMay

Charges

Standard Initial Charge0%
Initial Charge Via BestInvest0%
Additional Bid/Offer Spread0%
Annual Management Charge0.7%
Ongoing Charges Figure0.7%

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