M&G Positive Impact Fund 2021: Winds of Change
M&G Positive Impact Fund
Explore the six areas where our investee companies have delivered a targeted positive impact
Climate action
Environmental solutions
Circular economy
Better health, saving lives
Better work and education
Social inclusion
Climate action
The world is facing a climate emergency. To stay within 1.5°C global warming by 2100, the world needs to halve global carbon emissions by 2030 and reduce emissions to net-zero by 2050.
We invest in companies that are having a direct positive impact in trying to mitigate the effects of climate change, most notably through the production of renewable energy, or by increasing the efficiency of renewable energy being produced.
Our climate action companies impacted
Renewable power
Greenhouse gases
Company spotlight:
Their impact
We’re committed to making a positive impact.
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provided with renewable energy
million
people
19.3
Environmental solutions
Company spotlight:
Climate change is not the only urgent global environmental challenge. It is estimated that ambient air pollution accounts for 4.2 million deaths per year.
We invest in companies that are delivering positive solutions, either directly or indirectly, to the environmental challenges the world is facing. Our investments are focused on companies helping to reduce energy use, improve energy efficiency and provide environmental diagnostic solutions.
million tonnes of
CO₂ in 2020
324.3
SolarEdge is a global leader in smart energy technology. The business is a provider of power optimiser, solar inverter and monitoring systems for solar power systems. These increase the efficiency of solar power systems, cleanly producing more energy and reducing fossil fuel use.
Who are they?
Click on a category to explore
Who are they?
17.4 million metric tonnes of greenhouse gas emissions avoided
22.4GW of optimised inverter systems (equivalent to powering 3.1 million homes with electricity).
Their impact
Ansys enables its customers to deliver better products by offering the best and broadest portfolio of engineering simulation software, to help them solve the most-complex design challenges without the need to produce multiple physical prototypes.
Who are they?
Their impact
Ansys’ focus on efficiency and testing is linked to positive impact on the environment and product safety.
Ansys has a major impact in driving emissions out of engineering processes, which is set to grow as adoption increases.
Ansys promotes and enables responsible production.
Better health, saving lives
Company spotlight:
The global health crisis has exposed gaps in healthcare systems across the world, providing impetus for change. The race to develop vaccines before rolling them out globally has shown how much can be done under pressure.
Our investments cover both prevention and cure, including advanced, low-cost diagnostics, cutting-edge pharmaceuticals and clinical-stage biotherapeutics.
Who are they?
Their impact
Oxford Nanopore is a leader in long-read DNA sequencing. Genomics offers potential for much faster diagnosis and deeper understanding of rare diseases. ON’s technology is a small machine that is accessible for researchers, portable and relatively easy to use.
Who are they?
Their impact
Offering faster diagnosis and deeper understanding of diseases
14,000 machines installed (as of 2020)
people in 2020
136.5
million
Renewable power
Better work and education
Company spotlight:
Our better work and education companies
People
Policies
Pupils across the world have experienced disruption to their education since the pandemic. There have also been repercussions for the working lives of millions of people, exacerbating long-standing trends in the deterioration of job security.
We seek to invest in companies that are delivering solutions to improve working conditions and educational attainment. This has remained a challenging area in which to find investable ideas, but we continue to search for impactful companies that are making a difference.
Who are they?
Their impact
Amerisafe is a hazardous industry workers compensation insurer. Operating in 27 US states, the company serves small and mid-sized employers in high-hazard industries, including construction and trucking. Amerisafe provides safety training and resources to policyholders so that they can reduce exposure to accidents.
Who are they?
Their impact
The protection of labour rights and promotion of safe and secure working environments
Over 8,000 policies in place
An extremely low ‘complaints-to-claims ratio’, which was 1 to 2,379 in 2020.
People
provided with educational services in 2020
million
people
2.4
protecting workers in 2020
insurance policies
~8,000
Policies
Social inclusion
Company spotlight:
The effect that COVID-19 has had on social progress is profound. Despite governments and central banks wading in to help, the pandemic has continued to exacerbate a multitude of existing, deep-seated social issues.
We invest in companies that are actively trying to improve the level of social inclusion across societies, from gender equality in the US to mobile micro-financing in Kenya.
Who are they?
Their impact
Helios Towers is a telecommunication towers company operating in Africa, in regions that have among the lowest mobile penetration. Its principal business lies in building, acquiring and operating telecommunications towers that are capable of powering the needs of multiple tenants. Sharing a mobile tower, results in lower costs for its customers and reduces their carbon footprint.
Who are they?
Their impact
Connects over
107 million people across Sub-Saharan Africa
Significantly increases access to information and communications for underserved communities
Provides mobile services with a lower carbon footprint
million people in underserved or lower-income markets in 2020
154.5
Tonnes of CO₂ saved or avoided
By our climate solutions companies in 2020
million
Tonnes
30.5
Greenhouse gases
Who are they?
Their impact
For Professional Investors only.
Circular economy
Company spotlight:
How our companies had a positive impact
Trees
Water
Waste
A concerted shift is needed, from the linear ‘take, make and dispose’ economy to a more circular ‘reduce, reuse and recycle’ model, to deal with mounting waste and the risks of resource scarcity.
We invest in companies that are helping to create a more circular economy and effectively dealing with the ever-growing accumulation of waste that we as a society are producing. This is focused on sustainable logistics and packaging, as well as waste and recycling services.
Who are they?
Their impact
Trees
Water
Waste
million
trees
saved by our Circular Economy companies in 2020
59
Trees
megalitres
of water
saved by our Circular Economy companies in 2020
3,160
Water
million tonnes of
waste material
handled by our Circular Economy companies in 2020
96.2
Waste
UniFirst is one of North America’s largest workwear and textile service companies. UniFirst helps improve energy and water efficiency by the scale manufacture, collection and laundry of uniforms. The company is vertically integrated, where it rents, cleans, delivers and manufactures for a customer’s needs.
Who are they?
Their impact
90% less chemical usage, 64% less water usage and 73% less energy usage vs home laundry practices
Over 300,000 companies provided with circular economic uniform supply, ultimately benefiting the environment
UniFirst
UniFirst
SolarEdge
SolarEdge
Helios Towers
Helios Towers
Amerisafe
Amerisafe
Oxford Nanopore
Oxford Nanopore
ANSYS
ANSYS
Figures are based on the key performance indicators (KPIs) against which we measure individual company impacts. These have been aggregated within each impact area, where companies within the area share similar KPIs. These figures are largely based on the latest information available from company literature and hence are backward-looking.
The value and income from the fund's assets will go down as well as up. This will cause the value of your investment to fall as well as rise. There is no guarantee that the fund will achieve its objective and you may get back less than you originally invested.
The fund holds a small number of investments, and therefore a fall in the value of a single investment may have a greater impact than if it held a larger number of investments.
The fund can be exposed to different currencies. Movements in currency exchange rates may adversely affect the value of your investment.
Investing in emerging markets involves a greater risk of loss due to greater political, tax, economic, foreign exchange, liquidity and regulatory risks, among other factors. There may be difficulties in buying, selling, safekeeping or valuing investments in such countries.
Further details of the risks that apply to the fund can be found in the fund's Prospectus.
The views expressed in this document should not be taken as a recommendation, advice or forecast.
Please note, investing in this fund means acquiring units or shares in a fund, and not in a given underlying asset such as a building or shares of a company, as these are only the underlying assets owned by the fund.
The fund invests mainly in company shares and is therefore likely to experience larger price fluctuations than funds that invest in bonds and/or cash.
For an explanation of the investment terms used in this document, please refer to the glossary: mandg.com/investments/private-investor/en-lu/glossary
The fund invests over the long term in a concentrated portfolio of global stocks. At least 80% of the fund is invested in the shares of companies, across any sector and of any size, from anywhere in the world, including emerging markets. The fund usually holds shares in fewer than 40 companies. Sustainability and impact investing considerations are fundamental in determining the investment universe and in the stock selection process. The fund invests in companies aligned with one or more of the UN SDGs across a number of targeted impact areas, including climate action, social inclusion and health.
While we support the UN SDGs, we are not associated with the UN and our funds are not endorsed by them.
The fund is actively managed and the benchmark is the MSCI ACWI Index.
See how the companies in our portfolio intentionally deliver a meaningful positive social and environmental impact.
Issued by M&G Securities Limited which is authorised and regulated by the Financial Conduct Authority in the UK. The company's registered office is 10 Fenchurch Avenue, London, EC3M 5AG. Registered in England and Wales. Registered Number 90776.
Figures are based on the key performance indicators (KPIs) against which we measure individual company impacts. These have been aggregated within each impact area, where companies within the area share similar KPIs. These figures are largely based on the latest information available from company literature and hence are backward-looking.
Vastly reduced waste, compared to non-centralised processes
Real time genome sequencing in remote regions
An extremely low ‘complaints-to-claims ratio’, which was 1 to 2,379 in 2020.
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Our environmental solutions companies saved
Our Better Health, Saving Lives Companies served
Our social inclusion companies provided services to
Real time genome sequencing in remote regions
Vastly reduced waste, compared to non-centralised processes