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    M&G Global Inflation Plus Fund

    Latest Price

    -

    Who Should Invest

    This fund is ideal for investors seeking to preserve their capital from the detrimental effects of inflation over time by investing in a diversified portfolio of global assets. The recommended investment horizon is 3 years or longer.

    Risk Profile

    Low-Medium Risk

    Investment Objective

    The investment objective of the fund is to outperform global inflation while preserving capital over the medium term.

    • Offshore
    • Income & Growth
    • Medium Term

    Details

    Performance

    All returns quoted are B-Class after fees and charges

    Min Lump Sum and Debit Order

    LISP dependent

    Investment Manager

    M&G Investment Management Limited (UK)

    Domicile:

    Republic of Ireland

    Currency:

    US Dollar

    Morningstar Category:

    USD Moderate Allocation

    Benchmark

    Global inflation

    Inception Date

    9 June 2017

    Prices

    Date Unit Price

    Fees

    Initial fees (excl. VAT):

    No initial fees are charged

    Annual management fees (excl. VAT):

    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.

    VIEW AVAILABLE OFFSHORE PLATFORMS

    • Fund Return

    • Benchmark Return

    • Outperformance

    HOW TO INVEST

    Fund Management Approach

    This fund aims to achieve its investment objective by investing across a diversified portfolio of global assets with limited exposure to assets that may be considered high risk. The Fund may invest up to 40% 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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