In today’s uncertain, volatile and headline-driven environment, global diversification plays a critical role in investment portfolios.

For South African investors, we believe a well-diversified portfolio including foreign assets is particularly valuable, offering both local risk mitigation and enhanced return potential. By investing outside of the country, investors can gain access to a wide array of countries, industries, companies and currencies in which to invest.

With South Africa accounting for less than 1% of global market capitalisation, it highlights the vast opportunities beyond our local borders. In contrast, the MSCI All Country World Index (ACWI) — one of the most widely used benchmarks for global equities — covers approximately 85% of the global investable equity opportunity set and includes over 2,500 constituents.

The optimal mix of offshore assets will vary depending on individual investor goals, risk tolerance, and investment horizon. Regulatory frameworks also play a role. For example, Regulation 28 of the Pension Funds Act governs asset allocation limits on investments held in retirement annuities, pension funds and provident funds - currently allowing up to 45% of South African assets to be invested offshore.

We’re part of the M&G plc group with operations in 28 markets globally.

When you invest with us, you don’t just get local investment expertise. You gain from a vast global network that connects world-class research capabilities with fresh perspectives, driving better investment decisions. We call this Intelligence Connected.

We’re proud of our international footprint, but we are equally proud of our deep South African roots. We believe our clients benefit from the close collaboration and connected intelligence of over 6,000 employees across the world’s top financial centres, which manage more than R8.1 trillion in assets.

That connection between local roots and global reach is at the core of how we serve our clients.

Significant global presence

Now you can gain access to an even broader selection of M&G Investments global funds.

As an active global investment manager, M&G Investments offers scale, reach, and insight, to help investors navigate today’s complex markets with confidence. After recent regulatory approval, South African investors can now invest seamlessly in a wider range of M&G Investments’ global funds across equities, multi-asset and fixed income.

Here, we explore our comprehensive global capabilities and funds now on offer to meet your unique investment needs:

Global equity

If you are seeking to significantly widen your opportunities to grow your savings long term while diversifying against South African specific risks, we believe investing in global equities should be an essential part of your portfolio. Investing in global equities offers access to broad opportunities for growth, diversification, and long-term value creation.

Historically, global equities have provided long-term capital growth and inflation protection, enabling investors to tap into a wide universe of countries, industries, companies and currencies around the world while mitigating local market risks.

In an increasingly complex and uncertain world, many investors today need to rebalance and diversify their portfolios to stay aligned with long-term goals, and that’s where global equities can play a powerful role.

Our global equities team includes close to 90 investment professionals based in London, Mumbai, Singapore, Hong Kong, Tokyo and Los Angeles and manages around US$102 billion of investments¹. Our broad range of global, regional and thematic equity funds now on offer to South African investors include:

Global, regional and thematic equity funds

Global multi-asset

For those seeking to grow long-term savings while effectively navigating both local and global uncertainties, global multi-asset investing offers a diversified, and risk-managed solution. Investing in a wide range of global assets, while also emphasising tactical allocation to take advantage of opportunities that arise, can serve investors well. A global multi-asset approach offers a powerful way to navigate the evolving investment landscape.

Our global multi-asset team comprises of over 30 investment professionals located in London, Paris and Hong Kong and manages around US$17 billion of investments². The team is a close-knit group of experienced fund managers, the core members of which have worked together and been applying their unique investment philosophy and process for over 20 years. Our range of global multi-asset funds now on offer to South African investors include:

Global multi-asset funds

Global fixed income

If you want to protect and grow your savings prudently over the long term, global fixed income can offer an effective solution to both lowering the overall risk and diversifying your portfolio.

This is achieved both through the inherent lower volatility of bonds versus equities, as well as diversifying across geography, economies and currencies. Importantly, we believe that the current market environment highlights the benefits of an active approach to global fixed income, where a manager has the flexibility to protect portfolios but also take advantage of opportunities when they arise.

M&G Investments is recognised as one of Europe’s leading fixed income investors, with over US$170 billion under management and a team of more than 300 professionals across London, Chicago, Singapore, Paris, Madrid, and Mumbai, including one of the largest credit research teams in the industry. We have considerable experience in all sectors of the fixed interest universe and have been investing in the corporate bond market since 1994 when we introduced the first corporate bond fund in the UK, followed by the first high yield corporate bond fund in the UK in 1998.

Our broad range of global, regional and thematic fixed income funds now on offer to South African investors include:

Global, regional and thematic fixed income funds

Your global investment partner

At M&G Investments, we believe in the power of connection — between global insight and local expertise, and between our clients and their investment goals. With our deep resources and extensive global network, we believe we are uniquely positioned to help you navigate today’s complex markets and unlock exceptional global opportunities.

Our South African team remains the gateway to that, providing a single point of entry to both our local and global capabilities. We’re here to help make your global investing smooth, transparent, and efficient - and look forward to partnering with you for the long term. Please reach out to us to explore more.

_{Sources: 1. Investment professionals as of 31 January 2025. ‘Investment professionals’ include investment teams, central equity analysts, fund managers’ assistants and investment specialists. AUM as of 30 June 2024. Includes Convertibles ($1.45bn) and Crossover ($286mn) AUM in Global region. Currency USD. 2. AUM as of 31 December 2024. Investment professionals as of 30 June 2024.}