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    M&G Global Inflation Plus Feeder Fund Tax-free

    Latest Price

    -

    Who Should Invest

    This fund is ideal for investors seeking to preserve the real value of their capital, in US dollar terms, by investing in a diversified portfolio of global assets. The recommended investment horizon is 3 years or longer. Since units are priced in rands, investors can invest without having to expatriate rands.

    Risk Profile

    Medium Risk

    Investment Objective

    This fund is priced in rands and its objective, expressed in US dollar terms, is to outperform global inflation while aiming to preserve capital over the medium term.

    • Offshore
    • Tax Free
    • Income & 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

    Global - Multi Asset - Low Equity

    Currency

    South African Rand

    Benchmark

    Global Inflation

    Inception Date

    01 March 2004

    Income Declaration

    Distributed bi-annually

    Prices

    Date Unit Price

    Fees

    Initial Fees (excl. VAT):

    No initial fees charged

    Annual Management Fees (excl.VAT):

    Investor Class (A): 0.50%

    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 is a feeder fund and, other than assets in liquid form and currency contracts, invests only in one fund – the M&G Global Inflation Plus Fund, a US dollar denominated fund domiciled in Ireland. Through this underlying fund, the fund has exposure to a diversified portfolio that may include equity and property securities, cash, bonds and commodities. The fund may invest up to 40% in equity securities (excl. property) and up to 25% in property securities.

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