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  • Investor type

    M&G Equity Fund

    Latest Price

    -

    Who Should Invest

    This fund is ideal for investors with a higher risk tolerance who are looking for out-performance of the average South African General Equity Fund without taking on greater risk of loss. The recommended investment horizon is 7 years or longer. 

    Risk Profile

    High Risk

    Investment Objective

    This fund aims to provide broad-based exposure to shares that offer value and medium- to long-term growth. The portfolio managers seek to invest in those companies where returns can be achieved from any or all of (a) growth in earnings, (b) growth in dividends and (c) a re-rating by the market of the company’s share price.

    • High Risk
    • Long Term
    • 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 - Equity - General

    Benchmark

    ASISA South African - Equity - General Category Mean

    Inception Date

    02 August 1999

    Income Declaration

    Distributed bi-annually

    Awards

    Raging Bull and Morningstar/ Standard & Poor's

    Prices

    Date Unit Price

    Fees

    Initial Fees (excl. VAT):

    No initial fees charged

    Annual Management Fees (excl.VAT):

    Minimum Base Fee
    Investor Class (A): 1.00%

    Performance Fee Sharing Rate
    Investor Class (A): 20.00%

    Total Fee
    Investor Class (A): 2.25%

    Click here to view our performance fees.

    • Fund Return

    • Benchmark Return

    • Outperformance

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    Fund Management Approach

    This fund invests in companies that meet the portfolio managers’ value criteria. The fund seeks out value by attempting to capture all components of return over time, including high dividend yield, earnings growth and possible market re-rating. The intended maximum limits are: Equity: 100%; Listed Property: 10%; Foreign: 45% 

    Fund Managers

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