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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

Allan Gray-Orbis Global Equity Feeder Fund

The Allan Gray-Orbis Global Equity Feeder Fund remains fully invested in global equities. The objective of the Fund is to outperform the FTSE World Index at no greater-than average risk of loss in its sector.

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