M&G (Lux) US Corporate Bond A $

The Fund aims to provide a combination of capital growth and income to deliver a return that is higher than that of the US investment grade corporate bond market over any five-year period while applying ESG Criteria. Core investments: at least 70% of the Fund is invested in corporate bonds denominated in US dollar. The Fund aims to hedge any non-US dollar assets back to US dollar and issuers of these securities may be located in any country, including emerging markets. The Fund invests in securities that meet the ESG Criteria, applying an Exclusionary Approach as described in the precontractual annex. Other investments: the Fund may invest in bonds issued by governments and public securities. The Fund may invest up to a combined maximum of 30% in lower quality bonds and unrated bonds. The Fund may hold up to 20% in contingent convertible debt securities and up to 20% in asset-backed securities. The Fund may also invest in other funds and up to 30% in cash (meaning eligible deposits) and assets that can be turned quickly into cash. Derivatives usage: for investment purposes and to reduce risks and costs. Fund reference currency: USD Strategy in brief: • Investment approach: the sub-investment manager selects investments based on an assessment of macroeconomic, asset, sector, geographic and stock-level factors. Spreading investments across issuers, industries and countries is an essential element of the Fund's strategy and the sub-investment manager is assisted in the selection of individual bonds by an in-house team of analysts. • Investment manager's ESG classification: Planet+ / ESG Enhanced, as defined in the Fund's Prospectus. • SFDR category: Article 8 Benchmark: ICE BofA US Corporate Index The benchmark is a comparator against which the Fund's performance can be measured. The index has been chosen as the Fund's benchmark as it best reflects the scope of the Fund's investment policy. The benchmark is used solely to measure the Fund's performance and does not con

PIR compliant

No

PEA compliant

No

PEA-PME compliant

No