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KEYFUNDS

Discover the funds of the quarter.

LU1854107221

M&G investments – M&G (lux) Positive Impact Fund

Presentation

More and more people want to put their investments to work to support positive changes in society and the environment but while taking this a step further than with traditional ethical or ESG investments.


Targeted investments in companies that are seeking hand-on solutions to the world’s urgent problems, such as hunger or poor working conditions, can potentially generate attractive long-term returns. That’s why we feel that impact investing is not idealistic but, rather, profoundly pragmatic. Impact investing, for example, makes it possible to measure non-financial returns, based on an analysis of the positive impacts of a company’s activities or products with regards to the United Nations’ Sustainable Development Goals.


Our strategy M&G (Lux) Positive Impact Fund combines two goals:

- Competitive financial returns

- Positive social and environmental contribution.


Focus and diversification

M&G (Lux) Positive Impact Fund invests in companies that have a positive influence on society by addressing the world’s key social and/or environmental challenges.

The fund embraces the United Nations Sustainable Development Goals framework and invests in publicly traded companies focused on six key areas :

  • - Climate actions
  • - Better Health, saving lives
  • - Better work and education
  • - Social inclusion
  • - Environmental Solutions
  • - Circular economy

To select these companies we rely on our three "III" process and methodology and consider three key factors:

  • - Investment: is it a good opportunity?
  • - Intent: Is positive impact an explicit objective of the company?
  • - Impact: To what extent is the business model sustainable?

Within this process, we invest in three categories of positive impact companies :

  • - Pioneers : whose products or services have a transformational effect on society or the environment
  • - Enablers which provide the tools for others to deliver positive social or environmental impact
  • - Leaders : Which spearhead and normalise sustainability and impact in their industries

Why investing for M&G (Lux) Positive Impact Fund ?

  • A global equity fund with a positive impact integrated into management
  • A multi-thematic strategy: ideal for investors wishing to participate in sustainable objectives without having to choose between an environmental or social focus:
  • - 3 social themes: Health, Poverty, Inequalities

    - 3 environmental themes: Pollution, Waste, Climate Change


  • Two aims : provide a higher total return than that of the global equity market and invest in companies that have a positive societal impact through addressing the world’s major social and/or environmental challenges.
  • A transparent annual report: A measurable result for every euro invested thanks to a strong commitment with all the companies in which we invest.
LU0383783841

DNCA Invest Beyond Global Leaders

Introduction

A flexible fund that invests in international equities that contribute to a sustainable economic transition and meets the requirements of SRI-management.


Increasing inequality, ageing population, climate change, ...

There are many environmental and societal challenges.


Some companies integrate these issues into their strategy and take positions on promising long-term themes such as new technology (robotics, energy efficiency), digital (cyber security, big data), demographics and health. They thus contribute to the development of innovation that bodes well for the sustainable economic transition.


DNCA Invest Beyond Global Leaders obtained the Belgian "Towards Sustainability " label, the reference par excellence for sustainable funds. The fund invests in the world’s leading companies who innovate in the direction of the challenges of the future, whether in the areas of technology, state of the art medicine or the accessibility of services or medical care to disadvantaged people.

The management team combines financial and extra-financial criteria, resulting from our proprietary ABA analysis model (Above & Beyond Analysis), to select companies with a competitive advantage with a high barrier to entry, steady organic growth, a strong and transparent balance sheet, significant liquidity and which make a positive contribution to sustainable economic transition. Companies with significant corporate responsibility risks (shareholder, environmental, social and societal) and subject to strong controversy are excluded from the investment universe.


Why invest in DNCA Invest Beyond Global Leaders?

  • Contribute to sustainable economic transition by investing in companies selected by the management team, taking into account an internal assessment of the corporate social responsibility of the company and its contribution to the sustainable transition.
  • A strong conviction portfolio seeking companies that will benefit from structural trends across the world with a “secular” growth
  • A flexible international equity fund that invests 80% to 100 of its net assets in equities from worldwide issuers
  • The fund favours three areas of investment: the inclusion of the emerging middle classes and the demographic transition, technologies for health and the environment (such as ecological, lifestyle and economic transition), and finally health and well-being. The main thematic of investments are social and societal challenges with positive impact on society.

Would you like to calculate your impact thanks to your investment in DNCA Invest Beyond Global Leaders?

Then visit our website


LU0280435388

Pictet-Clean Energy

Investing in the energy transitions

Introduction

Pictet-Clean Energy invests globally in companies that will enable the transition to a low carbon economy. The portfolio managers are more convinced than ever that this sector will grow significantly faster than the global economy. Growing public concern about the impact of air pollution and climate change on our health is forcing policymakers to adopt stricter regulations and far-reaching action plans. The best example is the European Green Deal, a huge EUR 750 billion recovery plan to make the EU carbon neutral within 30 years.


The fund aims to offer a solid financial return while at the same time having a positive impact on the environment by investing in companies with solutions to environmental problems, in particular for the current far too high CO2 emissions. These companies are active in the areas of cleaner infrastructure, renewable resources; technologies that reduce CO2 emissions; sustainable energy production and distribution; more energy-efficient transport and cleaner fuels. All companies in the portfolio have been subjected to a thorough ESG analysis. Companies with activities in coal, nuclear energy and natural gas are excluded.


Why invest in the fund?

  • Secular growth
    The world is increasingly recognizing the urgency of a low-carbon economy. The transition to massive use of cleaner energy will create powerful investment opportunities for decades to come.
  • Responsible & sustainable investment approach
    This thematic equity strategy invests in companies that have a positive impact on the environment and our society.
  • Managed by specialists
    The highly experienced investment team focuses exclusively on the theme of clean energy, with the aim of building a portfolio with a superior risk/return profile to global equities.

Opportunities

  • A strategy that can benefit from flows of capital accross sectors and industries to help achieve the UN Sustainable Development Goals
  • A liquid, transparent vehicle based on a solid investment process, providing widespread access to impact investment through listed equities
  • A changing regulatory backdrop, with European regulators driving the social impact and sustainable finance agenda.

Risks

  • 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.
  • In exceptional circumstances where assets cannot be fairly valued, or have to be sold at a large discount to raise cash, we may temporarily suspend the fund in the best interest of all investors.
  • The fund could lose money if a counterparty with which it does business becomes unwilling or unable to repay money owed to the fund.
  • Operational risks arising from errors in transactions, valuation, accounting, and financial reporting, among other things, may also affect the value of your investments. Further details of the risks that apply to the fund can be found in the fund's Prospectus at www.mandg.lu/literature

Opportunities

  • Contributes to the economic sustainable transition by investing in companies judged as quality by the management team according to financial and extra-financial criteria.
  • A conviction-based portfolio concentrated on approximately 40 positions
  • An experienced and complementary international management team with an in-depth knowledge of companies that places the valuation of companies at the heart of the investment process.

Risks

  • Investment in the financial markets involves risks, including liquidity risk, equity risk, credit risk, foreign-exchange risk and counterparty risk.
  • DNCA Invest Beyond Global Leaders invests in international markets, particularly in the more volatile emerging markets.
  • This fund is subject to a risk of loss of capital

Opportunities

  • The transition to a lower-carbon world is a very powerful trend that is unlikely to be derailed by fluctuations in the global economy and offers excellent long-term investment opportunities
  • Investing in a fund that can generate an attractive return while having at the same time a positive impact on the environment
  • A forward looking investment portfolio managed by Pictet Asset Management, the pioneer and specialist in thematic investing for more than 25 years

Risks

  • The fund invests in equities globally, including in emerging markets which may have a higher risk and volatility than developed markets
  • The fund offers no capital guarantee and its value may fall as well as rise
  • The fund invests in a more concentrated portfolio than global equity indices

Fund Data :

ISIN code
LU1854107221
Fund Umbrella
SICAV Lux
Management Style (Active / Passive)
Active
Currency
EUR
Recommended investment period
5 years
Pricing frequency
Daily
Allocation of income (accumulation / distribution)
Capitalisation
Domicile
Luxembourg
Ongoing charges
1.96%
Synthetic Risk and Reward Indicator (1)
6

Fund Data :

ISIN code
LU0383783841
Fund Type
Luxembourg SICAV / Sub-Fund
Management Style (Active / Passive)
Active
Currency
EUR
Recommended investment period
5 years
Pricing frequency
Daily
Allocation of income (accumulation / distribution)
Accumulation
Domicile
Luxembourg
Ongoing charges
2,10% calculated as of 31/12/2019
Synthetic Risk and Reward Indicator (1)
6

Fund Data :

ISIN code
LU0280435388
Fund Type
Luxembourg SICAV
Management Style (Active / Passive)
Active
Currency
EUR
Recommended investment period
5 years
Pricing frequency
Daily
Allocation of income (accumulation / distribution)
Accumulation
Domicile
Luxembourg
Ongoing charges
2.00%
Synthetic Risk and Reward Indicator (1)
6

1. The synthetic risk indicator is based on past volatility results. It may change over time and is not a reliable indicator of the Fund's future risk profile. The most reliable category does not mean a risk-free investment.

DNCA Investments, a trademark of DNCA Finance.
The KIID and the prospectus must be provided to the subscriber prior to each subscription. Please read the KIID and the prospectus before subscribing. For full information on the strategic guidelines and all fees, please refer to the prospectus, KIIDs and other regulatory information available on our website www.dnca-investments.com or free of charge upon request at the registered office of the Management Company.
Access to products and services presented may be restricted in respect of certain persons or countries. The tax treatment depends on the individual situation.
Customers are informed that they can address any complaints by writing or visiting the Luxembourg branch of DNCA Finance or by contacting the Consumer Mediation Service (mediationconsommateur.be).
DNCA Finance Luxembourg Branch - 1, place d’Armes - 1136 Luxembourg - Tel.: +352 28 48 01 55 – e-mail : dnca@dnca-investments.com - www.dnca-investments.com.

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Funds from management companies carefully selected by Keytrade Bank Luxembourg for the quality of their management

Interested in Buying the funds?

Already client: Connect to your account and enter ISIN number LU0383783841 in the search field.

Not client yet: open an account by clicking here

Funds from management companies carefully selected by Keytrade Bank Luxembourg for the quality of their management

Interested in Buying the funds?

Already client: Connect to your account and enter ISIN number LU0280435388 in the search field.

Not client yet: open an account by clicking here

Funds from management companies carefully selected by Keytrade Bank Luxembourg for the quality of their management

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