Prudential Global Balanced Fund

MONTHLY PERFORMANCE (%)

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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.

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

Inception Date

19 June 2017

  • 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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