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M&G Positive Impact GBP L Inc (Restricted Fund)

  • Fund Info & charges
  • Performance
  • Fund breakdown
  • Dividend History
Fund Provider M&G Securities Ltd
Fund Summary 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.
SEDOL code BG886F4
ISIN GB00BG886F40
Fund code MGPLI
Managers John Olsen, Michael Oliveros
Manager Tenure 2 years
Morningstar Category Global Large-Cap Growth Equity
IMA Sector Global
Fund Size £28 million
Fund Type OEIC
Management Style Active
Ongoing Charge Figure (OCF) 0.6%
Cavendish ongoing charge 0.05%
FundsNetwork Service Fee 0.20%
Minimum Initial Investment £25
Minimum Top Up £25
Minimum Monthly Investment £25
Sell Price £1.2562
Buy Price £1.2562
Price Change +0.2234%
Price Date 23rd January 2020
Yield Currently unavailable
Dividend Frequency Yearly
ISA Eligible Yes
SIPP Eligible Yes
Inception Date 14th October 2019
Fund Status OPEN
John William Olsen joined M&G in April 2014, and was appointed FM of the Eastspring Pan European Fund, 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. He joined Danske Capital in 1998 as a FM in domestic Danish equities, and in 2000 also became a global sector analyst focusing on technology and telecommunications. From 2002 he managed non-domestic equity. He has a BA in business economics and a MSc in finance and accounting from Copenhagen Business School.

3-year Mean Monthly Return: Currently unavailable

Annual Returns 2019
Fund Performance +29.35%
Benchmark Performance
(Global Large-Cap Growth Equity)
+24.23%
Time Period Cumulative Benchmark Performance
(Global Large-Cap Growth Equity)
Fund Compared to Benchmark
1 day 0.22% +3.65% -3.42%
1 week 0.34% +1.73% -1.39%
1 month 1.50% +9.87% -8.36%
3 months 9.23% +4.47% +4.77%
6 months 5.63% +25.84% -20.21%
1 year 27.62% +20.24% +7.38%
3 years Currently unavailable Currently unavailable Currently unavailable
5 years Currently unavailable Currently unavailable Currently unavailable
10 years Currently unavailable Currently unavailable Currently unavailable
YTD 3.07% -0.18% +3.25%
Since inception 21.80% Currently unavailable Currently unavailable

Top 10 shares for this fund

Share Name Country Value
SolarEdge Technologies Inc USA 5.52%
Orsted A/S DNK 4.59%
HDFC Bank Ltd ADR IND 4.27%
Novo Nordisk A/S B DNK 3.85%
AIA Group Ltd HKG 3.81%
Ansys Inc USA 3.76%
Johnson Controls International PLC USA 3.33%
Horiba Ltd JPN 3.26%
Bright Horizons Family Solutions Inc USA 3.25%
Thermo Fisher Scientific Inc USA 3.17%

Currently unavailable