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.
The fund’s objective is to provide investors with capital growth over the long-term by investing in a diversified portfolio of global assets.
All returns quoted are B-Class after fees and charges
LISP dependent
M&G Investment Management Limited (UK)
Republic of Ireland
US Dollar
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
19 June 2017
| Date | Unit | Price |
No initial fees are charged
Investor Class (B): 0.75%
HOW DO I INVEST IN THIS FUND?
South African retail investors currently only have the option of investing in the US Dollar denominated funds via the offshore investment platforms listed below.
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.
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PAST PERFORMANCE TOOL
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Fund Picker
Craig Simpson