South Africa
Namibia
FAQs
Below please see a list of categories with some of the more frequently asked questions from our Institutional clients.
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- Investment Vehicles
- What is M&G Investment's approach to investing?
- Does M&G Investments have offshore capability?
- Fee structures
- B-BBEE Status
Investment Vehicles
Pooled products (Life and Unit Trusts) pool clients assets together to acquire a suitable basket of assets. Clients own units in the fund. These funds offer diversification and cost efficiency for clients below the minimum requirement of a segregated mandate.
Segregated mandates splits the client assets from other clients. The main benefits include direct ownership and customization to fulfil specific needs.
- Pooled Life - R20 million
- Unit Trust - R20 million
- Segregated - R500 million
Please note that we actively engage with clients and consider amounts less than the stated minimums.
What is M&G Investment's approach to investing?
We are an investment-led business
We place clients’ investment outcomes at the heart of what we do and we don’t over-complicate the business side of things
We treat clients fairly and with respect
We have a responsible distribution strategy
We only sell products in which we would invest ourselves and we prevent product proliferation
We have an alignment of interests of clients and staff
Through ownership mentality and co-investment with clients
Does M&G Investments have offshore capability?
Yes. M&G Investments Southern Africa established an Irish-domiciled fund management company, PGF Management Company (Ireland) Ltd in 2017, through which we offer investors access to a range of global equity, bond and multi asset funds, specifically designed around South African clients’ requirements and regulatory restrictions.
M&G Investments (UK), who owns 50.12% of M&G Investments Southern Africa, are the appointed investment managers of the M&G Global Funds.
Fee structures
We can offer both flat fee and performance fee structures, although the latter will typically only be offered on segregated and pooled life investments.