European Specialist Investment Funds - M&G Sustainable European Credit Investment Fd Cl W EUR Acc header image

European Specialist Investment Funds - M&G Sustainable European Credit Investment Fd Cl W EUR Acc

Fund

ISIN LU2360510726 / Valor 11282171

NAV (2024-10-18)
EUR 98.32+0.19%

European Specialist Investment Funds - M&G Sustainable European Credit Investment Fd Cl W EUR Acc
UMushroom community rating:

star star star star star
0.00 0 votes No rating yet
NegativeNeutralPositive
General Objective

The M&G Sustainable European Credit Investment Fund aims to take advantage of opportunities primarily in investment grade corporate bonds denominated in euros and applies a number of ESG focused exclusions to ensure all securities meet minimum ESG and sustainability criteria.

Fund Exposure

The fund is exposed to investment grade corporate bonds denominated in euros, with the ability to also invest in GBP, USD, and CHF denominated debt. It focuses on credit management while closely controlling currency, interest rate, and other macro-economic risks. The fund aims to outperform the benchmark Bloomberg Barclays MSCI Euro Corporate ESG BB+ Sustainable SRI Bond Index.

Risks

Risks associated with this fund include market risk, credit risk, interest rate risk, derivatives risk, counterparty risk, asset-backed securities risk, contingent convertible debt securities risk, and ESG data risk. Additionally, hedged share classes use currency hedging strategies to minimize currency exchange rate risk, but there may be imperfections in the hedging strategy. Investors should ensure they understand the risk profile of the products or services they plan to purchase.

Content summarized by AI chatbot
Source

https://www.mandg.com/investments/professional-investor/de-at/funds/mg-european-credit-investment-fund/lu2255705829

Tags:
Sustainable european bonds bloomberg msci euro corporate esg bb+ sustainable sri bond index

Ratings & reviews

star star star star star

0.00

0 votes
Performance:
starstarstarstarstar
0.00
Innovation:
starstarstarstarstar
0.00
Society:
starstarstarstarstar
0.00
Nature:
starstarstarstarstar
0.00

OTHER SHARE CLASSES OF THIS FUND

European Specialist Investment Funds - M&G Sustainable European Credit Investment Fd Cl L EUR Inc
European Specialist Investment Funds - M&G Sustainable European Credit Investment Fd Cl L EUR Inc European Specialist Investment Funds - M&G Sustainable European Credit Investment Fd Cl L EUR Inc Valor: 11282173
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.19%EUR 91.08
European Specialist Investment Funds - M&G Sustainable European Credit Investment Fd Cl WI EUR Acc
European Specialist Investment Funds - M&G Sustainable European Credit Investment Fd Cl WI EUR Acc European Specialist Investment Funds - M&G Sustainable European Credit Investment Fd Cl WI EUR Acc Valor: 11282220
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.19%EUR 98.43
European Specialist Investment Funds - M&G Sustainable European Credit Investment Fd Cl AI EUR Inc
European Specialist Investment Funds - M&G Sustainable European Credit Investment Fd Cl AI EUR Inc European Specialist Investment Funds - M&G Sustainable European Credit Investment Fd Cl AI EUR Inc Valor: 11282152
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.19%EUR 91.08
European Specialist Investment Funds - M&G Sustainable European Credit Investment Fd Cl P EUR Inc
European Specialist Investment Funds - M&G Sustainable European Credit Investment Fd Cl P EUR Inc European Specialist Investment Funds - M&G Sustainable European Credit Investment Fd Cl P EUR Inc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.19%EUR 104.53
European Specialist Investment Funds - M&G Sustainable European Credit Investment Fd Cl P EUR Acc
European Specialist Investment Funds - M&G Sustainable European Credit Investment Fd Cl P EUR Acc European Specialist Investment Funds - M&G Sustainable European Credit Investment Fd Cl P EUR Acc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.19%EUR 112.18
European Specialist Investment Funds - M&G Sustainable European Credit Investment Fd Cl L EUR Acc
European Specialist Investment Funds - M&G Sustainable European Credit Investment Fd Cl L EUR Acc European Specialist Investment Funds - M&G Sustainable European Credit Investment Fd Cl L EUR Acc Valor: 11282171
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.19%EUR 98.43
European Specialist Investment Funds - M&G Sustainable European Credit Investment Fd Cl W EUR Inc
European Specialist Investment Funds - M&G Sustainable European Credit Investment Fd Cl W EUR Inc European Specialist Investment Funds - M&G Sustainable European Credit Investment Fd Cl W EUR Inc Valor: 11282179
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.19%EUR 91.08
European Specialist Investment Funds - M&G Sustainable European Credit Investment Fd Cl AI EUR Acc
European Specialist Investment Funds - M&G Sustainable European Credit Investment Fd Cl AI EUR Acc European Specialist Investment Funds - M&G Sustainable European Credit Investment Fd Cl AI EUR Acc Valor: 11282237
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.19%EUR 98.64
European Specialist Investment Funds - M&G Sustainable European Credit Investment Fd Cl DI EUR Inc
European Specialist Investment Funds - M&G Sustainable European Credit Investment Fd Cl DI EUR Inc European Specialist Investment Funds - M&G Sustainable European Credit Investment Fd Cl DI EUR Inc Valor: 11795358
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.19%EUR 97.95
European Specialist Investment Funds - M&G Sustainable European Credit Investment Fd Cl L GBPH Acc
European Specialist Investment Funds - M&G Sustainable European Credit Investment Fd Cl L GBPH Acc European Specialist Investment Funds - M&G Sustainable European Credit Investment Fd Cl L GBPH Acc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.20%GBP 106.96