M&G Climate Aware Multi Asset

Select share classes

M&G Climate Aware Multi Asset Fund GBP I Acc

Category GBP Allocation 40-60% Equity


This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

£1.2253

arrow-down£-0.001 (-0.05%)

Fund Code

MGSIA

BHR4304

GB00BHR43049

Prices updated as at 28 Mar 2025
|
Prices in GBP

Investment objective
The Fund aims to provide a total return (capital growth plus income) of 4% to 8% per annum over any five-year period, net of the Ongoing Charges Figure, while applying ESG Criteria, including Climate Aware Criteria. The Fund invests globally across a range of asset classes, including equities and equity-related securities, fixed income securities, cash and near cash. Exposure to these assets is typically gained directly, but may also be gained indirectly, via collective investment schemes (including funds managed by M&G) or derivatives. The Fund may also invest indirectly in other asset classes such as property and gold.

Annual charges

Product charges
0.65
0.14
No
-
0.00
0.00
Minimum investment25.00

Documents

Document nameDate postedDownload
Key Information Document / Technical Guide 14 Feb 2025pdf
Annual Report 31 Oct 2024pdf
Interim Report 30 Sep 2024pdf
Please note that service charges will also apply. Read more about our fees.


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.


Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.
© Copyright 2025 Morningstar. All rights reserved.