This fund is ideal for investors seeking to preserve their capital from the detrimental effects of inflation over time by investing in a diversified portfolio of global assets. The recommended investment horizon is 3 years or longer.
The investment objective of the fund is to outperform global inflation while preserving capital over the medium term.
All returns quoted are B-Class after fees and charges
M&G Investment Management Limited (UK)
Republic of Ireland
USD Moderate Allocation
9 June 2017
No initial fees are charged
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.
This fund aims to achieve its investment objective by investing across a diversified portfolio of global assets with limited exposure to assets that may be considered high risk. The Fund may invest up to 40% in equity securities (excluding property) and up to 25% in property securities. The Fund may invest in other collective investment schemes and in financial derivative instruments.
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