M&G Inflation Plus Fund

Fund Overview

Risk Profile

Low Medium High

Objective

The M&G Inflation Plus Fund’s primary objective is to outperform CPI by 5% (before fees) over a rolling three-year period. The secondary objective is to reduce the risk of capital loss over any rolling 12-month period. The fund is ideal for investors saving for retirement, those already living off a pension and those wanting to protect their savings from the detrimental effects of inflation, thereby preserving purchasing power and earning a real return.

Investor Profile

  • Ideal for those saving for retirement
  • Those already living off a pension
  • People wanting to protect their savings from the detrimental effects of inflation

Offshore Exposure:

Yes

Inception Date:

1 June 2001

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.