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    M&G Global Balanced Fund



    Who Should Invest

    This fund is ideal investors seeking long-term capital growth from a diversified portfolio of global assets. The recommended investment horizon is 5 years or longer.

    Risk Profile

    Medium Risk

    Investment Objective

    The fund’s objective is to provide investors with capital growth over the long-term by investing in a diversified portfolio of global assets.

    • Offshore
    • Medium Risk
    • Long-Term Growth


    Investment Manager

    M&G Investment Management Limited (UK)


    Republic of Ireland


    US Dollar

    Morningstar Category:

    USD Flexible Allocation


    65% MSCI All Country World Index TR (Net), 5% FTSE EPRA/NAREIT Global REIT Index, 25% Bloomberg Global Aggregate Bond Index, 5% US 1m Treasury Bill

    Inception Date

    19 June 2017


    Date Unit Price


    Initial fees (excl. VAT):

    No initial fees are charged

    Annual management fees (excl. VAT):

    Investor Class (B): 0.75%

    • Fund Return

    • Benchmark Return

    • Outperformance


    Fund Management Approach

    The fund aims to achieve its objective by investing across a diversified portfolio of global assets. This includes exposure to equity securities (including property), cash, bonds, currencies and commodities. The Fund may invest up to 75% in equity securities (excluding property) and up to 25% in property securities. The fund may invest in other collective investment schemes and in financial derivative instruments.

    Fund Managers