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This fund is ideal for investors seeking long-term capital growth from a diversified portfolio of global assets. The recommended investment horizon is 5 years or longer. Although the fund’s investment universe is global, units in the fund are priced in rands. Investors can therefore invest without having to personally expatriate rands.
The fund’s objective is to provide investors with capital growth over the long-term by investing in a diversified portfolio of global assets.
All returns quoted are A-Class after fees and charges
Investor Class (A): R10 000
Investor Class (A): R500 pm
Global - Multi Asset - High Equity
South African Rand
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
M&G Investment Management Ltd (UK)
28 June 2018
Distributed bi-annually
| Date | Unit | Price |
No initial fees charged
Investor Class (A): 0.50%
Additional underlying foreign fund fees are dependent on the fund and are included in the TER
This fund is a feeder fund and, other than assets in liquid form and currency contracts, invests only in one underlying fund - the M&G Global Balanced Fund, a US dollar denominated fund domiciled in Ireland. Through this underlying fund, the fund has exposure to a diversified portfolio of global assets, which includes equity securities (including property), cash, bonds, currencies and commodities. The fund may have exposure to equity securities (excluding property) up to 75% and to property securities up to 25%.
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South Africa
Namibia
Craig Simpson
Aaron Powell
