M&G European Sustain Paris Aligned I Inc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History1.57%
  • 3 Year sharpe0.61
  • 3 Year alpha-0.29
  • Distribution Typeincome
  • BenchmarkMSCI Europe ex UK GR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.55%
  • IA SectorEurope Including UK
  • Manager GroupM&G
  • DomicileUnited Kingdom
  • ISINGB00B6T93L12

Investment Strategy

The Fund has two aims: 1)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; To invest in companies that contribute towards the Paris Agreement climate change goal. At least 80% of the Fund is invested directly in equity securities and equity-related securities of companies across any sector and market capitalisation that are incorporated, domiciled or listed in Europe, excluding the UK. The Fund has a concentrated portfolio and usually holds fewer than 35 companies. The Fund invests in securities that meet the ESG Criteria and Sustainability Criteria.

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