M&G UK Sustain Paris Aligned Fund Sterling A Acc
Category UK Flex-Cap Equity
Last buy/sell price
5,291.78p
24.26p (+0.46%)
Fund Code
3111181
GB0031111817
Prices updated as at 14 Mar 2025
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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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Annual performance (%)
| Year | This fund | UK Flex-Cap Equity |
|---|---|---|
| 31 Dec 14 - 31 Dec 15 | 1.56 | 6.91 |
| 31 Dec 15 - 31 Dec 16 | 5.66 | 10.32 |
| 31 Dec 16 - 31 Dec 17 | 13.91 | 16.12 |
| 31 Dec 17 - 31 Dec 18 | -11.76 | -12.18 |
| 31 Dec 18 - 31 Dec 19 | 21.09 | 23.75 |
| 31 Dec 19 - 31 Dec 20 | 3.55 | -5.02 |
| 31 Dec 20 - 31 Dec 21 | 7.19 | 16.33 |
| 31 Dec 21 - 31 Dec 22 | -14.71 | -11.69 |
| 31 Dec 22 - 31 Dec 23 | 4.73 | 8.00 |
| 31 Dec 23 - 31 Dec 24 | 5.43 | 7.86 |
Trailing returns (%)
| Year | This fund | UK Flex-Cap Equity |
|---|---|---|
| 1 Day | -0.54 | -0.45 |
| 1 Month | -4.13 | -4.32 |
| 3 Months | -2.48 | -2.07 |
| 6 Months | -1.48 | -0.33 |
| 1 Year | 4.62 | 7.37 |
| 3 Years annualised | 2.26 | 5.24 |
| 5 Years annualised | 5.82 | 9.23 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.
