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  • Investor type

    M&G Inflation Plus Fund Tax-free

    Latest Price

    -

    Who Should Invest

    This multi-asset class fund is ideal for investors saving for retirement, those already living off a pension and those wanting to protect their savings from the detrimental effects of inflation, thereby preserving purchasing power and earning a real return. All growth in the underlying investment is fully exempt from any tax on interest, rental income, dividends or capital gains. 

    Risk Profile

    Medium Risk

    Investment Objective

    This fund's primary objective is to outperform CPI by 5% (before fees) over a rolling three-year period. The secondary objective is to reduce the risk of capital loss over any rolling 12-month period.

    • Tax Free
    • Income & Growth
    • Medium Term

    Details

    Performance

    All returns quoted are T-Class after fees and charges

    Min Lump Sum

    Investor Class (T): R10 000

    Min Debit Order

    Investor Class (T): R500 pm

    ASISA category

    South African - Multi Asset - Low Equity

    Benchmark

    CPI +5% p.a over a rolling 3-year period

    Inception date

    02 January 2015

    Prices

    Date Unit Price

    Fees

    Initial Fees (excl. VAT):

    No initial fees are charged

    Annual Management fees (excl.VAT):

    Tax-Free Class (T): 0.80%

    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 invests in an actively managed, diversified combination of domestic and international assets where the asset allocation is tactically managed. The intended maximum limits: Equity: 40%; Listed Property: 25%; Foreign: 30%; Africa (excl. SA): 5%

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