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    Consistency

    Consistency creates a lifetime of rewards

    Consistency creates a lifetime of rewards

    For the daily swimmer, the benefits of her healthy habit may not be evident on a daily, weekly or even monthly basis. But added up over a year, a decade, and especially compounded over a lifetime, the rewards are immense. For M&G Investments, the consistent application of our investment expertise also may not result in immediate gratification. But in the over 25 years that we’ve been investing, our strong track record is proof that our approach does add up to exceptional returns and positive futures for our clients.

    Consistent investing applied to our flagship equity funds

    Showing 20 year performance: 01 Jan 2002 – 31 Dec 2021

    M&G Equity Fund

    +1778.05%

    (15.79% pa)

    M&G Dividend Maximiser Fund

    +1573.69%

    (15.137% pa)

    Consistency creates the extraordinary

    Consistency creates the extraordinary

    Like an artist dedicated to creating a remarkable work of art exactly as he wants it, no matter how difficult, M&G Investments is dedicated to using our long-proven investment approach every day, no matter what the conditions, knowing that our consistency will eventually create extraordinary returns and prosperous futures for our clients.

    Consistent investing applied to our flagship multi-asset funds

    Showing 15 year performance: 01 Jan 2007 – 31 Dec 2021

    M&G Balanced Fund

    +312.15%

    (9.90% pa)

    M&G Inflation Plus Fund

    +261.21%

    (8.94% pa)

    Consistency never takes short cuts

    Consistency never takes short cuts

    It’s well known that the most successful athletes are the ones who put in the most consistent training, doing things in exactly the right way time after time. They are dedicated to producing their very best performances every day, no matter what it takes. It’s the same in investing – there are no short cuts in an investment process, nothing that can be omitted without detracting from client returns. At M&G Investments, we believe consistently doing the right things right is the only way to deliver winning performances.

    Consistent investing applied to our flagship property fund

    Showing 15 year performance: 01 Jan 2007 – 31 Dec 2021

    M&G Enhanced SA Property Tracker Fund

    +230.89%

    (8.30% pa)

    Consistency never sleeps

    Consistency never sleeps

    Just as the nightly dedication of a lighthouse keeper must be unwavering to prevent great losses for ships and their sailors, so M&G Investments is ever-vigilant in growing and protecting our clients’ investments. It takes continuous active portfolio management and monitoring to avoid losses and seize opportunities to create value for clients. It also requires experience and knowledge of where the risks lie. A successful investment manager will possess all of these characteristics.

    Consistent investing applied to our flagship global feeder funds

    Showing 10 year performance: 01 Jan 2012 – 31 Dec 2021

    M&G Global Equity Feeder Fund

    +411.09%

    (17.72% pa)

    M&G Global Inflation Plus Feeder Fund

    +169.82%

    (10.43% pa)

    Consistency keeps going

    Consistency keeps going

    For budding musicians, every minute that they commit to their music brings them closer to playing a beautiful melody, and closer even to creating their magnum opus. For M&G Investments, success also requires being relentless and determined in the practice of our profession. We learn from our mistakes and know that, with experience and time, we can give our clients masterful investment performances.

    Consistent investing applied to our flagship fixed income funds

    Showing 5 year performance: 01 Jan 2017 – 31 Dec 2021

    M&G High Yield Bond Fund

    +47.59%

    (8.10% pa)

    M&G Income Fund

    +41.01%

    (17.12% pa)

    Explore our Funds

    From long-term investment solutions to short-term parking spaces for your savings

    Our Range of Funds

    In Brief

    We’re serious about the responsible stewardship of our clients’ assets and excellent client service

    Total assets under management

    R280 Billion

    Unit trust MANCO

    R123 Billion

    Segregated and Life Pooled

    R157 Billion

    Find out more

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    Why Consistency Matters

    Consistency is a quality that M&G Investments prides itself on. It’s a major factor that has led to investment success for our clients and ourselves. And it’s also about the inputs as well as the outputs: being consistently disciplined, consistently diligent and consistently determined. That’s because in investing, it doesn’t matter how good you are on a given day, you have to be consistently good day after day, month after month, decade after decade. It’s this quality that has helped us achieve consistent top fund performance year after year. In turn, this has enabled our clients to improve their lives.

    Consistently strong returns Over nearly three decades we have used the same valuation-based philosophy, applying it unemotionally every day and ignoring the short-term swings of the market. We have also always deliberately chosen to incorporate a wide variety of investment ideas in our portfolios, carefully diversifying risk rather than betting on a small number of assets or forecasts. The resulting strong performance track records of our funds confirm the correctness of our belief in consistency.

    Consistent innovation Globally, we have a decades-long track record of consistent innovation – creating cutting-edge investment solutions around the needs of our clients and playing an active role in improving the world we live in. This spans environmental, social and governance (ESG) investing, infrastructure investing and the use of artificial intelligence, among others. We bring the latest expertise to Southern Africa to enhance our own long-standing active approach.

    A consistent team Our investment team has proved remarkably stable, building up their skills through training, experience and close collaboration with each other and scores of their colleagues overseas. Working together over the years, doing the right things right, helps ensure they can generate repeatable successes in the ever-changing markets. And throughout our business, whether compliance, operations or client service, our staff all understand that maintaining consistently high standards is at the heart of everything we do.

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