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.
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%
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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