M&G UK Sustain Paris Aligned Fund Sterling A Inc

Category UK Flex-Cap Equity
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Last buy/sell price

2,868.86p

arrow-up14.37p (+0.50%)

Fund Code

3111170

GB0031111700

Prices updated as at 05 Jul 2024
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Prices in GBX
Investment objective
The Fund has two aims: To provide a higher total return (capital growth plus income), net of the Ongoing Charge Figure, than the FTSE All-Share 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 equities and equity related securities of companies, across any sector and of any size, that are incorporated, domiciled or do most of their business, in the UK. The fund is concentrated and usually holds shares in fewer than 50 companies. The Fund invests in securities that meet the ESG Criteria and Sustainability Criteria.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Growth of 1,000 as of 06 Jul 2024, 22:07

Trailing returns (%) as of 06 Jul 2024, 22:07

Annual performance (%)

YearThis fundUK Flex-Cap Equity
30 Jun 13 - 30 Jun 1413.3715.18
30 Jun 14 - 30 Jun 157.178.47
30 Jun 15 - 30 Jun 16-10.52-4.80
30 Jun 16 - 30 Jun 1723.5724.29
30 Jun 17 - 30 Jun 186.2810.69
30 Jun 18 - 30 Jun 190.23-3.43
30 Jun 19 - 30 Jun 20-4.58-10.91
30 Jun 20 - 30 Jun 2121.5729.54
30 Jun 21 - 30 Jun 22-16.57-9.95
30 Jun 22 - 30 Jun 232.816.47
30 Jun 23 - 30 Jun 2410.1512.34

Trailing returns (%)

YearThis fundUK Flex-Cap Equity
1 Day0.500.63
1 Month-1.76-0.22
3 Months5.355.63
6 Months7.9010.09
1 Year10.8514.21
3 Years annualised-2.551.73
5 Years annualised1.784.12
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.