M&G Climate Solutions Z Acc
Shares Class | Inc. |
---|---|
Yield | 0.00 |
Total Expense Ratio | 0.00 |
Fund Performance
Cumulative Performance
Discrete Performance
(No discrete data available for M&G Climate Solutions Z Acc)
Shares Class | Inc. |
---|---|
Yield | 0.00 |
Total Expense Ratio | 0.00 |
Cumulative Performance
Discrete Performance
(No discrete data available for M&G Climate Solutions Z Acc)
Fund Size | 13,270,000.00 | Launch Date | 05/11/2020 | Standard Initial Charge (%) | 0.00 |
---|---|---|---|---|---|
Currency | GBX | ISA Eligible | No | Annual Management Charge (%) | 0.00 |
Sector | IMA UK Equity Income | Min Investment (£) | 20,000,000.00 | Total Expense Ratio (%) | 0.00 |
ISIN | GB00BNC0XW18 | Min Topup (£) | 500,000.00 | Ongoing Charge (%) | 0.0000 (on 05/11/2020) |
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 World Index over any five-year period; and - To invest in companies that aim to deliver solutions to the challenge of climate change.
John William Olsen
John William Olsen, a Danish national, has been the manager of the M&G Positive Impact strategy since launch in November 2018. Two years later, John William became deputy manager of the M&G Climate Solutions strategy upon launch. He joined M&G in April 2014 and was appointed manager of the M&G Global Select and M&G Pan European Select strategies in July 2014 and, two years later, deputy manager of the M&G Pan European Select Smaller Companies strategy. John William joined M&G from 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.
Randeep Somel
Randeep Somel joined M&G in 2005 as a fund managers’ assistant on the Equities team. At different stages between 2013 and 2019 he was fund manager or deputy manager of the Global Themes, Managed Growth, Global Recovery, Global Select, Pan European Select and Positive Impact strategies. In November 2020, he became manager of M&G’s newly-launched Climate Solution strategy. Prior to joining M&G, Randeep worked for State Street in a fund accounting role. He graduated from Birmingham University with a degree in economics in 2003. Randeep has the Investment Management Certificate and is a CFA charterholder.
Name | Weight |
---|---|
Australian Equities | 3.00% |
Austrian Equities | 3.00% |
Belgian Equities | 3.00% |
Brazilian Equities | 1.00% |
Canadian Equities | 2.00% |
Danish Equities | 9.00% |
French Equities | 3.00% |
German Equities | 2.00% |
Japanese Equities | 2.00% |
Money Market | 5.00% |
Spanish Equities | 6.00% |
UK Equities | 10.00% |
US Equities | 46.00% |
Name | Weight |
---|---|
Australia | 3.00% |
Austria | 3.00% |
Belgium | 3.00% |
Brazil | 1.00% |
Canada | 2.00% |
Denmark | 9.00% |
France | 3.00% |
Germany | 2.00% |
Japan | 2.00% |
Money Market | 5.00% |
Spain | 6.00% |
UK | 10.00% |
USA | 46.00% |
Name | Weight |
---|---|
Consumer Staples | 3.00% |
Industrials | 31.00% |
Information Technology | 19.00% |
Materials | 12.00% |
Money Market | 5.00% |
Real Estate | 6.00% |
Utilities | 21.00% |
Name | Weight |
---|---|
EDP RENOVAVEIS SA | 4.00% |
ORSTED | 4.00% |
ANSYS INC | 3.00% |
AUTODESK INC | 3.00% |
BRAMBLES LTD | 3.00% |
BROOKFIELD RENEWABLE CORP | 3.00% |
EQUINIX INC | 3.00% |
LINDE AG | 3.00% |
VERBUND AG | 3.00% |
Westinghouse Air Brake Technol | 3.00% |
Please remember that past performance is not a guide of future returns. The value of investments and the income from them can go down as well as up as a result of currency exchange and market fluctuations and investors may not get back the amount originally invested.