M&G Positive Impact Class I - Accumulation (GBP)

In some cases the ongoing savings are provided by our loyalty bonus. Loyalty bonuses are tax-free in an ISA or SIPP. However, they may be subject to tax in a Fund & Share Account which would, in effect, reduce their value and increase the net ongoing charge.

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

The Wealth Shortlist features funds our analysts believe have the potential to outperform their peers over the long term. If a fund is not on the Shortlist, this is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »

The Fund aims to: • provide a higher total return (capital growth plus income), net of the Ongoing Charges Figure, than the MSCI ACWI Index over any five-year period; and • make a positive impact by advancing progress towards the following six “Impact Outcomes”: – mitigation of climate change by avoiding and/or reducing greenhouse gases (“Climate Action”); – enabling and implementing a transition to a more circular economy where waste is reduced, reused and/or recycled (“Circular Economy”); – preventing and reducing damage to the natural environment (“Environmental Solutions”); – improved health and wellbeing and/or access to quality healthcare (“Better Health”); – increased social and economic inclusion for individuals or groups (“Social Inclusion”); and – improved access to quality work, better working conditions, and/or education (“Better Work and Education”). The fund manager intends to achieve this in a positive, measurable way, by: – investing in companies which contribute to an Impact Outcome; and – supporting and advancing the Fund’s positive impact on the Impact Outcomes through its other investment activities such as engagement with such companies, (the “Sustainability Goal”). The impact of investments and the fund manager's contribution will be assessed and reported on at least annually.

Sustainability Impact funds invest mainly in companies providing solutions to sustainability problems, with an aim to achieve a positive impact for people or the planet. Examples may include social housing companies.

Historic yield :	0.88%
Income paid:	Annually
Type of payment:	Dividend
Ex-dividend date:
Payment date:

This data is provided by Broadridge. HL accepts no responsibility for its accuracy and you should independently check data before making any investment decision. All yields are variable and not guaranteed. Information correct as at 31 July 2024.