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M&G Positive Impact Fund



M&G Positive Impact Fund


Our focus

The fund invests in companies that have the explicit aim of addressing a range of societal and environmental issues the world is facing, while giving equal importance to healthy, long-term financial returns. We focus on six impact areas — three environmental and three social — in line with the United Nations Sustainable Development Goals (SDGs).

The SDGs are a universal call to action to end poverty, protect the planet and ensure that all people enjoy peace and prosperity. We invest in companies that aim to make a material, measurable, positive contribution towards these goals.

While we support the UN SDGs, we are not associated with the UN and our funds are not endorsed by them.

M&G Positive Impact fund

Watch our video to discover how the M&G Positive Impact Fund is working to fix a range of societal and environmental issues the world is facing, while giving equal importance to healthy, long-term returns.


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.



Click here to read a transcript of our video >

The fund seeks to address some of the world's major environmental and social concerns by supporting three types of companies.


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Our investment process

Our journey begins with a list of 4,000 companies which is first screened for our specific ‘investibility’ market criteria, as well as screening out companies in breach of the UN Global Compact Principles on; human rights, labour, the environment and corruption, as well as other areas like the production of tobacco and weapons. To find out more about the M&G Positive Impact Fund, take a look at our fund overview.

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


Our impact areas


Our positive impact areas chart

Who do we invest in?


Here are just a few of the companies we have invested in, providing solutions for many of the planet's greatest challenges.


ALK-Abello

ALK-Abello

A pioneer in improving health and saving lives.

View example >
Schneider Electric

Schneider Electric

A leader in environmental solutions.

View example >
SolarEdge

SolarEdge

Innovative technology enables climate action.

View example >

What are the risks?

Like any investment, you should carefully consider if the M&G Positive Impact 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 of any 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.


Meet the investment team


John William Olsen

Fund Manager - M&G Positive Impact 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.

John William Olsen
Thembeka Stemela

Thembeka Stemela

Deputy Fund Manager - M&G Positive Impact Fund

Prior to her current role, Thembeka joined M&G in July 2018 as an investment analyst for the M&G Positive Impact Fund and was appointed Deputy Fund Manager of the fund in August 2019.

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 Positive Impact Fund aims to:
  • Provide a combination of capital growth and income, net of the ongoing charge figure, that is higher than the MSCI ACWI Index over any five-year period; and
  • Invest in companies that have a positive impact on society through addressing the world’s major social and/or environmental challenges
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 from anywhere in the world, including emerging markets. The fund is concentrated and usually holds shares in fewer than 40 companies. Companies are assessed on their investment credentials and ability to deliver positive social and/or environmental impact, based on M&G’s impact assessment methodology. Companies that are deemed to be in breach of the United Nations Global Compact principles and/or involved in industries such as tobacco, controversial weapons or nuclear power are excluded from the investment universe.

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’s benchmark

A benchmark is a target which the fund seeks to outperform. The MSCI ACWI Index has been chosen as the fund’s benchmark as it best reflects the scope of the fund’s investment policy. The benchmark is used solely to measure the fund’s performance and does not constrain the fund's portfolio construction. The fund is actively managed and has complete freedom in choosing which investments to buy, hold and sell. The fund’s holdings may deviate significantly from that of the benchmark’s.

Please note: For unhedged and hedged Share Classes, the benchmark is shown in the Share Class currency.


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How has the fund performed?

Visit our Fund Centre to see how this fund has performed against its benchmark, view up to date share prices and view your share class options.


Fund centre >

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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?



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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, there is no guarantee that the fund will achieve a positive return over any period, and you may not get back the amount you originally invested. The value and income from the M&G Positive Income Fund’s assets will go down as well as up. Ultimately this will cause the value of your investment to fall as well as rise and there is no guarantee that the fund will achieve its objective and you may get back less than you originally invested.

This fund also invests in emerging markets which involves a greater risk of loss due to greater political, tax, economic, foreign exchange, liquidity and regulatory risks, among other factors. In addition, there may be difficulties in buying, selling, safekeeping or valuing investments in such countries. The fund can also be exposed to different currencies - movements in currency exchange rates may adversely affect the value of your investment.

The fund holds a relatively 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.

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. 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.

Please note the following:
This fund invests mainly in company shares and is therefore likely to experience larger price fluctuations than funds that invest in bonds and/or cash.