M&G UK Sustain Paris Aligned Fund Sterling I Inc

Category UK Flex-Cap Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

1,457.58p

arrow-up25.20p (+1.76%)

Fund Code

MGUWI

B3R2HL9

GB00B3R2HL98

Prices updated as at 16 Jan 2025

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.

Company name

M&G Securities Ltd

Fund launch date

17 Dec 1968

Domicile

United Kingdom

UCITS

Yes

Lead manager

Garfield Kiff

Lead manager start date

17 Jun 2024

Lead fund manager biography

Garfield Kiff started managing the M&G Smaller Companies strategy in June 2015. Garfield joined M&G in 2000 from PricewaterhouseCoopers as a smaller companies analyst. He was deputy manager of the M&G Recovery strategy from 2002 until 2008, and managed the Prudential Pooled Pensions Smaller Companies strategy between 2003 and 2008. Garfield was manager of the M&G UK Growth strategy between 2007 and 2012. He became deputy manager of the UK Select strategy in 2012, when the two strategies merged. Garfield graduated from the University of Liverpool with a first class honours degree in economics in 1996 and is a CFA charterholder.

Fund manager

Rory Alexander

Manager start date

03 May 2019

Fund manager biography

Rory Alexander joined M&G’s Equity Research team in 2008 as an analyst covering global transport. Over time, he added support services, media and consumer staples to his sector responsibilities, until June 2015 when he became an embedded research analyst with the UK Equities team. Since 2019, he has been managing M&G’s UK Select strategy and has been the deputy manager of the Smaller Companies strategy. Prior to joining M&G, Rory worked for St James's Place Partnership. He graduated from Bath University in 2008 with a BSc (Hons) in economics.

Head office

10 Fenchurch Avenue

London

United Kingdom

EC3M 5AG

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Important Information

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