M&G Balanced Fund

Fund Overview

Risk Profile

Low Medium High

Objective

The M&G Balanced Fund aims 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.

Investor Profile

  • A suitable fund for retirement provision and for those individuals looking to tilt their portfolio to value with controlled risk exposure.
  • The recommended investment horizon is 3 to 5 years or longer.

Offshore Exposure:

Yes

Inception Date:

2 August 1999

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The Ninety One Managed Fund aims to provide investors with stable growth of capital over the long term. The objective is to achieve returns well in excess of the fund’s peer group average, measured over three to five year periods.