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    M&G Balanced Fund

    Latest Price

    -

    Who Should Invest

    This medium-risk fund is ideal for investors who want steady long-term growth of their capital and income from a diverse portfolio of actively managed South African and global assets. The fund is Regulation 28 compliant, making it suitable for building up long-term retirement capital. The recommended investment horizon is five years or longer.

    Risk Profile

    Medium Risk

    Investment Objective

    This fund aims 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 actively managed in the short term.

    • Medium Risk
    • Long-Term Growth

    Details

    Performance

    All returns quoted are A-Class after fees and charges

    Min Lump Sum

    Investor Class (A): R10 000

    Min Debit Order

    Investor Class (A): R500 pm

    ASISA Category

    South African - Multi Asset - High Equity

    Benchmark

    ASISA South African – Multi-Asset – High Equity Category Average

    Regulation 28 Compliant

    Yes

    Inception Date

    02 August 1999

    Income Distributions

    Distributed bi-annually

    Prices

    Date Unit Price

    Fees

    Initial Fees (excl. VAT):

    No initial fees charged

    Annual Management Fees (excl.VAT): 

    Investor Class (A): 1.00%

    Additional underlying foreign fund fees are dependent on the fund and are included in the TER

    • Fund Return

    • Benchmark Return

    • Outperformance

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    Fund Management Approach

    This fund uses an active global asset allocation strategy and superior stock selection through a long-term valuation-based approach to beat its benchmark, with controlled risk exposure. The intended maximum limits are: Equity: 75%; Listed Property: 25%; Foreign 45%

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