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    M&G Global Equity Fund

    LATEST PRICE

    -

    Who Should Invest

    This fund is ideal for investors seeking long-term capital growth from a diversified portfolio of global equity securities. The recommended investment horizon is 7 years or longer.

    Risk Profile

    High Risk

    Investment Objective

    The fund’s objective is to provide investors with capital growth over the long-term by investing in a diversified portfolio of global equity securities.

    • Offshore
    • High Risk
    • Long-Term Growth

    Details

    Investment Manager

    M&G Investment Management Limited (UK)

    Domicile:

    Republic of Ireland

    Currency:

    US Dollar

    Morningstar Category:

    Global Large-Cap Blend Equity

    Benchmark

    MSCI All Country World Index TR (Net)

    Inception Date

    9 June 2017

    Min Lump Sum and Debit Order

    LISP dependent

    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

    The fund aims to achieve its investment objective by investing across a diversified portfolio of global equity securities. These equity securities include common stocks and shares, depository receipts and real estate investment trusts. The fund may invest in other collective investment schemes and in financial derivative instruments.

    Fund Managers