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  • Investor type

    M&G Domestic Balanced

    MONTHLY PERFORMANCE (%)

    -

    Who Should Invest

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

    Investment Objective

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

    Details

    Investment Vehicles

    Segregated and Pooled Life

    Benchmark

    Alexander Forbes South African Large Manager Watch (Investible) Median

    Inception Date

    November 1998

    Composite Name

    Domestic Balanced Composite

    Minimum Investment Size

    Segregated: R500 million

    Pooled Life: R20 million

    Fees

    Please contact us for a proposal

    • Fund Return

    • Benchmark Return

    • Outperformance

    Contact Us

    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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