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  • Investor type

    M&G Bond Fund

    Latest Price

    -

    Who Should Invest

    This fund is ideal for investors who require a high level of income from their capital investment with relatively low risk. The recommended investment horizon is one to three years, or longer when used for strategic exposure to the asset class.

    Risk Profile

    Low Risk

    Investment Objective

    This fund aims to maximise income while securing steady capital growth by investing in a diversified portfolio of South African bonds.

    • Income & Growth
    • Low Risk
    • Short Term

    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 - Interest Bearing - Variable Term

    Benchmark

    BEASSA Total Return All Bond Index

    Regulation 28 Compliant

    Yes

    Inception Date

    27 October 2000

    Income Declaration

    Distributed quarterly

    Prices

    Date Unit Price

    Fees

    Initial Fees (excl. VAT):

    No initial fees charged

    Annual Management Fees (excl.VAT):

    Investor Class (A): 0.60%

    • Fund Return

    • Benchmark Return

    • Outperformance

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    Fund Management Approach

    The fund invests in a combination of government, semi-government and corporate bonds, and other interest-bearing securities. No duration constraints apply. The fund is managed to comply with regulations governing retirement fund investments (Regulation 28).

    Fund Managers

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