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    M&G Balanced

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    MONTHLY PERFORMANCE (%)

    -

    Who Should Invest

    This fund is suitable for Institutional investors with an average to high risk tolerance and a long term investment horizon. The product is compliant with Regulation 28 of the Pension Funds Act.

    Risk Profile

    Medium-High Risk

    Investment Objective

    To achieve steady long-term growth of capital and income by investing in a diversified combination of domestic and international assets, where the asset allocation is tactically managed.

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    • Prices
    • Fees

    Details

    Investment Vehicles

    Segregated and Pooled Life

    Benchmark

    Alexander Forbes Global Large Manager Watch (Investible) Median

    Inception Date

    November 1998

    Composite Name

    Balanced Composite

    Minimum Investment Size

    Segregated: R500 million

    Pooled Life: R20 million

    Fees

    Please contact us for a proposal

    Prices

    Date Unit Price

    Fees

    3 Years5 Years7 Years10 YearsSince Inception

    • Fund Return

    • Benchmark Return

    • Outperformance

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    Our Balanced Offering

    Our domestic and global balanced Funds have been established as leading Funds in the South African Market, with superb long-term track records. Combining our key areas of skill with the access to international resources contribute to consistent top quartile performance as measured against our peers.

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    Product Range Overview

    Take a look at what we offer for Institutional investors.

    Product Range Overview

    Product Offering Summary

    View our complete range of Institutional Products.

    Product Offering Summary

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    MandG Investment Managers (Pty) Ltd is a licensed financial services provider. MandG Investments Southern Africa (Pty) Ltd (previously called Prudential Portfolio Managers South Africa) is part of the same corporate group as the Prudential Assurance Company. The Prudential Assurance Company is a direct subsidiary of M&G plc, a company incorporated in the United Kingdom. The Prudential Assurance Company is not affiliated in any manner with Prudential Financial Inc., a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in the United Kingdom.