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Code: PRUA
Overview of M&G Balanced Fund
The M&G Balanced Fund is a moderate risk fund which aims to achieve steady long term capital and income growth by investing in a diversified portfolio of both domestic and offshore investments. The Prudential Balanced Fund carries out its investment strategy and seeks to outperform its benchmark by controlling its risk exposure and tactically managing its investments through active asset allocation.
Fund performance
Source: Profile Data
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Suitable for investors who...
- Are saving for retirement
- Have a time horizon longer than three years
- Want to add value to their investment portfolio through controlled risk exposure
Benchmark
ASISA South African - Multi-Asset - High Equity Category Average
Strategy of M&G Balanced Fund
The M&G Balanced Fund is suitable for retirement annuities as it confirms to the regulations governing these funds.The fund cannot invest more than 75% in equities, 25% in listed property and 30 % offshore (this excludes Africa).
Fund Managers
David Knee
Johny Lambridis
Michael Moyle
Other funds from M&G Investments
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Actual 12-year performance annualised from Jul 2012 to Jul 2024
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9.8% Moderate 12 Yr Annualised
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