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M&G Better Health Solutions Fund



M&G Better Health Solutions Fund


Health and well-being are widely seen as one of the most crucial issues of the next decade. Non-contagious deaths, from the likes of cardiovascular diseases and cancer, continue to rise, with lifestyle-related diseases becoming more and more common. Many of these could be prevented by addressing risk factors like high blood pressure, smoking and diets.

The new M&G Better Health Solutions Fund is an actively managed equity fund (equities are shares in a company) that invests in companies helping to prevent as well as solve health related issues.


Our focus

The Fund will invest in impactful companies whose solutions help to save lives or encourage better health, offering a powerful dual proposition for investors:

  • The potential for competitive, long-term financial returns
  • The opportunity to make a positive impact on people and communities around the world

The fund stands apart from other health-focused global equities funds as it looks beyond the healthcare sector, to invest in companies that deliver better well-being too.

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. There is no guarantee the fund will achieve its objective.


Investing for impact

The fund embraces the UN Sustainable Development Goals (SDGs) framework and invests in companies that generally contribute most clearly to SDG 3: good health and well-being, but also;

  • SDG 2: zero hunger
  • SDG 6: clean water and sanitation
  • SDG 8: decent work and economic growth
  • SDG 11: sustainable cities and communities
  • SDG 12: responsible consumption and production

Please note that while M&G supports the UN SDGs, we are not associated with the UN and our funds are not endorsed by it.

The fund aims to hold between 30 to 40 businesses from around the world, that will fall into three clear categories:


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Find out more about the M&G Better Health Solutions Fund, choose another Planet+ fund or view our full range of funds.


Who do we invest in?


Here are just a few of the companies we have invested in, providing solutions to the planet’s most urgent healthcare and well-being challenges


Alcon

Alcon

A leader in addressing visual impairment

View example >
Alihealth

Alihealth

A leader in improving access to medicines

View example >
The Gym Group

The Gym Group

A pioneer in promoting affordable excercise

View example >

What are the risks?

Like any investment, you should carefully consider if the M&G Better Health Solutions Fund fits with your personal aims and objectives before investing. Importantly, you should also check that the profile of the fund matches your own investment timeframe and appetite for risk and reward. Find out more about the risks you need to consider before investing in our fund overview.

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 views expressed in this document should not be taken as a recommendation, advice or forecast.


Meet the investment team


Jasveet Brar

Fund Manager - M&G Better Health Solutions Fund

Jasveet joined M&G in 2011 on the graduate scheme and subsequently moved onto the equity investment floor in 2012. He was awarded a first class degree in BSc Mathematics at University College London.

Jasveet Brar
John William Olsen

John William Olsen

Deputy Fund Manager - M&G Better Health Solutions Fund

Prior to his current role, John William 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. He was later appointed deputy manager of the M&G Pan European Select Smaller Companies Fund in July 2016 and Fund Manager of the M&G Positive Impact Fund in 2018.

Ben Constable Maxwell

Head of Sustainable and Impact Investing

Prior to his current role, Ben joined M&G in 2003 as an investment specialist within the global equities team. As Head of Sustainable and Impact Investing, Ben leads M&G’s impact strategy and is an industry expert on sustainability issues, from climate change to the circular economy.

Ben Constable Maxwell

Objective and investment policy


The M&G Better Health Solutions Fund aims to:
  • Provide a combination of capital growth and income to deliver a return net of the Ongoing Charges Figure that is higher than the MSCI World Index over any five year period; and
  • To invest in companies that deliver solutions to the challenge of better health and well-being.
How is the fund invested?

At least 80% of the fund is invested in the shares of companies, across any sector and of any size, that are based, or do most of their business, in developed markets. The fund may also invest in the shares of emerging market companies. The fund is concentrated and usually holds shares in fewer than 40 companies. The fund may also invest in other funds (including funds managed by M&G) and cash or assets that can be turned into cash quickly, as well as use derivatives to reduce the risks and costs of managing the fund.

The fund is actively managed. The fund manager has complete freedom in choosing which investments to buy, hold and sell in the fund.

The Fund’s benchmark

The benchmark is the target against which the fund’s financial performance can be measured. The MSCI World Index has been chosen as the fund’s benchmark as it best reflects the scope of the fund’s financial objective. The benchmark is used solely to measure the fund’s performance and does not constrain the fund's portfolio construction. The fund’s holdings may deviate significantly from the benchmark’s constituents, and as a result the Fund’s performance may deviate materially from the benchmark.

Please note: for unhedged and currency hedged share classes, the benchmark is shown in the share class currency.


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What are equities?

Take a look at our M&G Guide to equities to find out more about how equities work, how they compare to other asset classes such as bonds or property, and if they could be right for you and your investment needs right now.

Read our guide >

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Looking for financial advice?

For objective financial advice on all of our products and services, we recommend that you speak to a financial adviser. Here you can find an adviser if you do not already have one.

Find an adviser >

What are the risks of investing in this fund?



Before you invest it’s important to remember that all investments carry the chance of losses, of course, but the risks always relate to what it is you’re investing in.

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

Investing in emerging markets involves a greater risk of loss due to greater political, tax, economic, foreign exchange, liquidity and regulatory risks, among other factors. There may be difficulties in buying, selling, safekeeping or valuing investments in such countries.

Please note that for this fund, in exceptional circumstances where assets cannot be fairly valued, or have to be sold at a large discount to raise cash, we may temporarily suspend the fund in the best interest of all investors. The fund could lose money if a counterparty with which it does business becomes unwilling or unable to repay money owed to the fund. And finally, operational risks arising from errors in transactions, valuation, accounting, and financial reporting, among other things, may also affect the value of your investments.

Further details of the risks that apply to the fund can be found in the fund's Prospectus.