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    M&G Global Balanced Feeder Fund Tax-free

    Latest Price


    Who Should Invest

    This fund is ideal for investors seeking long-term capital growth from a diversified portfolio of global assets. The recommended investment horizon is 5 years or longer. Although the fund’s investment universe is global, units in the fund are priced in rands. Investors can therefore invest without having to personally expatriate rands.

    Risk Profile

    Medium Risk

    Investment Objective

    The fund’s objective is to provide investors with capital growth over the long-term by investing in a diversified portfolio of global assets.

    • Offshore
    • Tax Free
    • Medium Risk



    All returns quoted are A-Class after fees and charges

    Min Lump Sum

    Investor Class (A): R10 000

    Min Debit Order

    Investor Class (A): R500 pm

    ASISA Category

    Global - Multi Asset - High Equity


    South African Rand


    65% MSCI All Country World Index TR (Net)
    5% FTSE EPRA/NAREIT Global REIT Index
    25% Bloomberg Global Aggregate Bond Index
    5% US 1m Treasury Bill

    Inception Date

    28 June 2018

    Income Declaration

    Distributed bi-annually


    Date Unit Price


    Initial Fees (excl. VAT):

    No initial fees charged

    Annual Management Fees (excl.VAT):

    Investor Class (A): 0.50%

    Additional underlying foreign fund fees are dependent on the fund and are included in the TER

    • Fund Return

    • Benchmark Return

    • Outperformance

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    Fund Management Approach

    This fund is a feeder fund and, other than assets in liquid form and currency contracts, invests only in one underlying fund - the M&G Global Balanced Fund, a US dollar denominated fund domiciled in Ireland. Through this underlying fund, the fund has exposure to a diversified portfolio of global assets, which includes equity securities (including property), cash, bonds, currencies and commodities. The fund may have exposure to equity securities (excluding property) up to 75% and to property securities up to 25%.

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