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M&G Balanced Fund

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Overview of M&G Balanced Fund

The M&G Balanced Fund is a moderate risk fund which aims to achieve steady long term capital and income growth by investing in a diversified portfolio of both domestic and offshore investments. The Prudential Balanced Fund carries out its investment strategy and seeks to outperform its benchmark by controlling its risk exposure and tactically managing its investments through active asset allocation.

Fund performance

Source: Profile Data

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M&G Balanced Fund Fact Sheet

Suitable for investors who...

  • Are saving for retirement
  • Have a time horizon longer than three years
  • Want to add value to their investment portfolio through controlled risk exposure

Benchmark

ASISA South African - Multi-Asset - High Equity Category Average

Strategy of M&G Balanced Fund

The M&G Balanced Fund is suitable for retirement annuities as it confirms to the regulations governing these funds. The fund cannot invest more than 75% in equities, 25% in listed property and 30 % offshore (this excludes Africa).

Fund Managers

David Knee

Johny Lambridis

Michael Moyle

Other funds from M&G Investments

• M&G Inflation Plus Fund
• M&G Equity Fund
• M&G Dividend Maximiser Fund
• M&G Balanced Fund

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