Prudential Global Balanced Fund

LATEST PRICE

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Who Should Invest

This fund is ideal investors seeking long-term capital growth from a diversified portfolio of global assets. The recommended investment horizon is 5 years or longer.

RISK PROFILE

Medium Risk

Investment Objective

The fund’s objective is to provide investors with capital growth over the long-term by investing in a diversified portfolio of global assets.

  • OFFSHORE
  • MEDIUM RISK
  • LONG-TERM GROWTH

Details

Investment Manager

M&G Investment Management Limited (UK)

Domicile:

Republic of Ireland

Currency:

US Dollar

Morningstar Category:

USD Flexible Allocation

Benchmark

65% MSCI All Country World Index TR (Net), 5% FTSE EPRA/NAREIT Global REIT Index, 25% Bloomberg Barclays Global Aggregate Bond Index, 5% US Dollar 1m Libor World Index

Fund Managers

Marc Beckenstrater & Craig Simpson

Inception Date

19 June 2017

Min Lump Sum and Debit Order

LISP dependent

Prices

DATE UNIT PRICE

Fees

Initial fees (excl. VAT):

No initial fees are charged

Annual management fees (excl. VAT):

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.

VIEW AVAILABLE OFFSHORE PLATFORMS

 

  • FUND RETURN

  • BENCHMARK RETURN

  • OUTPERFORMANCE

HOW TO INVEST

Fund Management Approach

The fund aims to achieve its objective by investing across a diversified portfolio of global assets. This includes exposure to equity securities (including property), cash, bonds, currencies and commodities. The Fund may invest up to 75% 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.

FUND MANAGERS

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