M&G (Lux) Positive Impact USD A Acc

Ranked 131 out of 816 in - Global over 3 months
All calculations are in GBP unless stated

Managed by

John William Olsen

John William Olsen, a Danish national, joined M&G in April 2014, and was appointed fund manager of the M&G Global Select Fund and M&G Pan European Select Fund in July 2014. John William joined M&G from Danske Capital, where from 2002 he had managed non-domestic equity portfolios, including the Global Stock Picking and Global Select equity funds, and also the European Select strategy. He joined Danske Capital in 1998 as a fund manager on the domestic Danish equities team, and in 2000 also became a global sector analyst focusing on technology and telecommunications stocks. John William gained a BA in business economics and then an MSc in finance and accounting from Copenhagen Business School.

Objective

The Fund has two aims: to provide a higher total return (the combination of capital growth and income) than that of the global equity market over any five-year period; and to invest in companies that have a positive societal impact through addressing the worlds major social and/or environmental challenges. At least 80% of the fund is invested in the shares of companies from anywhere in the world, across any sector and of any size. The fund is concentrated and usually holds shares in fewer than 40 companies

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/12/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 11.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Chile
  4. Denmark
  5. Finland
  6. France
  7. Germany
  8. Greece
  9. Ireland
  10. Italy
  11. Luxembourg
  12. Netherlands
  13. Norway
  14. Portugal
  15. Spain
  16. Sweden
  17. United Kingdom

Fund Info

  • Launch date29/11/2018
  • Share Class size13Mn
  • Base currencyUSD
  • ISIN LU1854104046

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment75

Charges

  • Annual management1.75%
  • Initial investment4.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).