• New Adviser
  • Invest with Us
  • Our Funds
  • Tools
  • About Us
  • Insights
  • Contact Us
  • Investor type

    Change Country

    M&G SA Equity Fund

    Latest Price


    Who Should Invest

    Investors with a higher risk tolerance who are looking for out-performance of the South African equity market, while limiting volatility relative to the fund’s benchmark. The recommended investment horizon is 7 years or longer.

    Risk Profile

    High Risk

    Investment Objective

    To provide broad-based exposure to South African shares that offer value and medium to long-term growth. The portfolio managers seek to invest in companies where returns can be achieved from any or all of (a) growth in earnings, (b) growth in dividends and (c) a re-rating by the market of the company’s share price.

    • High Risk
    • Long Term
    • Long-Term Growth



    All returns quoted are F-Class after fees and charges

    Min Lump Sum

    Investor Class (F): R20 million

    ASISA Category

    South African - Equity - General


    FTSE/JSE Capped SWIX All Share Index

    Inception Date

    21 September 2000

    Income Declaration

    Distributed bi-annually


    Date Unit Price


    Initial Fees (excl. VAT):

    No initial fees charged

    Annual Management Fees (excl.VAT):

    Prudential Annual Management Fee:
    Investor Class (F): 1.00%

    • Fund Return

    • Benchmark Return

    • Outperformance

    Invest Now

    Fund Management Approach

    This fund can invest in any company listed on the JSE that meet the portfolio managers’ value criteria. The fund seeks out value by attempting to capture all components of return over time, including high dividend yield, earnings growth and possible market re-rating. The fund will not invest in any foreign markets. The intended maximum limits are Equity 100%, Property 10% and Foreign 0%.

    Our Tools

    View all

    What would your investment have been worth had you invested earlier?

    Find out with our Past Performance Tool


    Not sure which fund is right for you?

    Our Fund Picker will help you find the fund that best matches your investment goals.

    Fund Picker