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M&G UK Sustain Paris Aligned Fund (0P00000JE8.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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4,631.71+44.89 (+0.98%)
At close: 09:00PM BST

M&G UK Sustain Paris Aligned Fund

10 Fenchurch Avenue

+44 (0)800 390 390
Management information
,Lead manager since 3 May 2019
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.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryN/A
Fund familyM&G Securities Ltd
Net assets384.7M
YTD return-15.91%
Yield0.97%
Morningstar rating★★★
Inception date19 Feb 2021

Fund operations

Last dividendN/A
Last cap gainN/A
Holdings turnover46.24%
Average for categoryN/A

Fees and expenses

Expense0P00000JE8.LCategory average
Annual report expense ratio (net)0.00%N/A
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/AN/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A