M&G Climate Solutions Fund Sterling A AccRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | - | 8.7 | -11.3 | 1.1 | 2.5 | |
+/-Cat | - | -6.3 | 1.6 | -3.7 | -1.9 | |
+/-B’mrk | - | -11.0 | -3.6 | -14.1 | -6.6 | |
Category: Sector Equity Ecology | ||||||
Category Benchmark: Morningstar Gbl TME NR USD |
Key Stats | ||
NAV 26/04/2024 | GBP 1.04 | |
Day Change | 0.66% | |
Morningstar Category™ | Sector Equity Ecology | |
IA (formerly IMA) Sector | Global | |
ISIN | GB00BNC0WR99 | |
Fund Size (Mil) 26/04/2024 | GBP 20.08 | |
Share Class Size (Mil) 26/04/2024 | GBP 1.20 | |
Max Initial Charge | - | |
Ongoing Charge 12/02/2024 | 1.15% |
Investment Objective: M&G Climate Solutions Fund Sterling A Acc |
The Fund has two aims: 1) To provide a higher total return (the combination of capital growth and income), net of the Ongoing Charges Figure, than the MSCI World Index over any five-year period; and 2)To invest in companies that aim to deliver solutions to the challenge of climate change. At least 80% of the Fund is invested in the equity securities and equity related securities of companies across any sector and market capitalisation that are domiciled, incorporated or listed in Developed Markets. The Fund has a concentrated portfolio and usually holds fewer than 40 stocks. |
Returns | |||||||||||||
|
Management | ||
Manager Name Start Date | ||
Randeep Somel 05/11/2020 | ||
Inception Date 05/11/2020 |
Advertisement |
Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI Wld NR GBP | Morningstar Gbl TME NR USD |
Target Market | ||||||||||||||||||||
|
Portfolio Profile for M&G Climate Solutions Fund Sterling A Acc | 31/01/2024 |
|
|
Top 5 Holdings | Sector | % |
Republic Services Inc | Industrials | 6.37 |
Linde PLC | Basic Materials | 6.13 |
Equinix Inc | Real Estate | 4.86 |
Schneider Electric SE | Industrials | 4.62 |
Ansys Inc | Technology | 4.29 |
Increase Decrease New since last portfolio | ||
M&G Climate Solutions Fund Sterling A Acc |