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    FAQs

    Below please see a list of categories with some of the more frequently asked questions from our Institutional clients.

    FAQs

    Investment Vehicles

    What investment vehicles are available to Institutional investors?

    • Pooled Life Funds
    • Unit Trust Funds
    • Segregated Funds

     

    OUR FUNDS

    What is the difference between Pooled (Life and Unit Trusts) and Segregated products?

    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.


    PRODUCT RANGE OVERVIEW

    What are the minimum investment amounts for each vehicle?

    • 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.

    CONTACT US

    What is M&G Investment's approach to investing?

    What is M&G Investments' 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


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    Does M&G Investments have offshore capability?

    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.

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    Fee structures

    What fees structures are available?

    We can offer both flat fee and performance fee structures, although the latter will typically only be offered on segregated and pooled life investments.

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    B-BBEE Status

    What is M&G Investments' B-BBEE status?