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    M&G Balanced



    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.


    Investment Vehicles

    Segregated and Pooled Life


    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


    Please contact us for a proposal


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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.