ISIN:
GB00B5ZSNC68
IA Sector:
IA Europe Excluding UK
Risk level:
FE fundinfo Rating:
5 of 5
Accumulation
Price:
3,358.8400 GBX
29 April 2025
Last change:
icon-down-small -0.15%
1 year change:
icon-up-small 3.48%
5 year annualised return:
12.90%
12 month yield:
1.81%
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Fund Objective: The Fund aims to: Provide a higher total return (capital growth plus income), net of the Ongoing Charge Figure, than that of the MSCI Europe ex UK Index over any five-year period, and As its Sustainability Goal, support the mitigation of climate change by investing at least 70% of the Fund in companies that contribute towards the Paris Agreement climate change goal* and have the potential to reduce their contribution to climate change determined by their potential to decarbonise their operations over time and ultimately reach Net Zero**. *The overarching Paris Agreement climate change goal is to hold the increase in the global average temperature to well below 2 °C above pre-industrial levels and pursue efforts to limit the temperature increase to 1.5 °C above pre-industrial levels. The principal way to achieve this is to avoid the buildup of greenhouse gases, which in turn will prevent the most severe impacts of climate change, such as extreme weather events, sea-level rise, and biodiversity loss. **As at the date of this prospectus, the long term target is for investments made by the Fund to reach Net Zero by 2050.
| Manager name | M&G UK |
|---|---|
| Manager start date | 01 July 2014 |
| Manager Biography | John William Olsen, a Danish national, has been the manager of the Positive Impact strategy since launch in November 2018. Two years later, John William became deputy manager of the Climate Solutions strategy upon launch, and in 2021 of the Better Health and Diversity and Inclusion strategies. John William joined M&G in April 2014, was appointed manager of the Global Select and Pan European Select strategies in July 2014 and, two years later, deputy manager of the Pan European Select Smaller Companies strategy. Prior to joining M&G, he worked for Danske Capital, where from 2002 he had managed non-domestic equity portfolios, including the Global Stock Picking, Global Select and European Select strategies. He joined Danske Capital in 1998 as a fund manager on the domestic Danish equities team, and in 2000 also became a global sector analyst focusing on technology and telecommunications stocks. John William gained a BA in business economics and then an MSc in finance and accounting from Copenhagen Business School. |
| Investment style: | Concentrated |
|---|---|
| Region (geographical) | Europe Ex UK |
| Benchmark | MSCI Europe ex UK |
|---|---|
| Sector | IA Europe Excluding UK |
| FE fundinfo Rating | 5 of 5 |
Fund size: 997,102,128.50 GBX
Chart date: April 29, 2025
ESG stands for Environmental, Social and Governance and is an approach for evaluating to what extent a company works towards social goals. For investors this can be used in order to understand how their funds and the assets they are made up of work towards these goals and use that information to help make sustainable investment choices.
Halifax Share Dealing Limited. Registered in England and Wales no. 3195646. Registered Office: Trinity Road, Halifax, West Yorkshire, HX1 2RG. Authorised and regulated by the Financial Conduct Authority, 12 Endeavour Square, London, E20 1JN under registration number 183332. A Member of the London Stock Exchange and an HM Revenue & Customs Approved ISA Manager.
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