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  • Investor type

    M&G Global Balanced Fund

    Latest Price

    -

    Who Should Invest

    This fund is ideal investors seeking long-term capital growth from a diversified portfolio of global assets. The recommended investment horizon is 5 years or longer.

    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
    • Medium Risk
    • Long-Term Growth

    Details

    Performance

    All returns quoted are B-Class after fees and charges

    Min Lump Sum and Debit Order

    LISP dependent

    Investment Manager

    M&G Investment Management Limited (UK)

    Domicile:

    Republic of Ireland

    Currency:

    US Dollar

    Morningstar Category:

    USD Flexible Allocation

    Benchmark

    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

    19 June 2017

    Prices

    Date Unit Price

    Fees

    Initial fees (excl. VAT):

    No initial fees are charged

    Annual management fees (excl. VAT):

    Investor Class (B): 0.75%

     

    HOW DO I INVEST IN THIS FUND?

    South African retail investors currently only have the option of investing in the US Dollar denominated funds via the offshore investment platforms listed below.

    VIEW AVAILABLE OFFSHORE PLATFORMS

    • Fund Return

    • Benchmark Return

    • Outperformance

    HOW TO INVEST

    Fund Management Approach

    The fund aims to achieve its objective by investing across a diversified portfolio of global assets. This includes exposure to equity securities (including property), cash, bonds, currencies and commodities. The Fund may invest up to 75% in equity securities (excluding property) and up to 25% in property securities. The fund may invest in other collective investment schemes and in financial derivative instruments.

    Fund Managers

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