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    M&G Real Return - Medical Aid Inflation Plus 5%

    MONTHLY PERFORMANCE (%)

    -

    Who Should Invest

    This fund is suitable for Medical Aid Schemes that seek steady inflation-beating growth of capital through an actively managed portfolio that complies with Regulation 30 of the Medical Schemes Act. 

    Risk Profile

    Medium Risk

    Investment Objective

    To achieve steady long-term growth of capital and income by investing in a diversified combination of domestic and international assets, where the asset allocation is tactically managed. This product targets a long-term real return of 5% (CPI + 5%). It is managed in such a manner that the likelihood of capital loss over 12 months is reduced. However, no guarantee of capital over any period is given.

    Details

    Investment Vehicles

    Segregated and Pooled Life

    Composite Name

    Medical Aid Plus 5% Composite

    Inception Date

    June 2013

    Benchmark

    CPI + 5% over rolling three year period

    Minimum Investment Size

    Segregated: R500 million

    Pooled Life: R20 million

    Fees

    Please contact us for a proposal

    Prices

    Date Unit Price

    Fees

    • Fund Return

    • Benchmark Return

    • Outperformance

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    Our Real Return Offering

    Real Return Funds are managed specifically to achieve a return in excess of inflation (CPI), usually over a three year rolling period. We manage these mandates with the dual objective of 1) Out-performing the specific inflation benchmark over a rolling 3 year period and 2) Capital Preservation: Ensuring no capital loss over a 12month period. We manage mandates for clients with objectives ranging from CPI+3% to CPI+7%.

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