M&G Balanced Fund Fact Sheet MDD
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Fund Objectives
The investment objective of this 2017 unit trusts fund is to achieve steady long-term growth of capital and income by investing in a diversified combination of domestic and international assets.
Monthly Prices
Dec 24
R 9.16    R -.14
   -1.51%
High Avg. Low
R 9.30 R 8.75 R 8.31
Fund Information
Fund Sector
SA – Multi Asset – High Equity
Fund Maximum Annual Fee *

Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Bi-Annually
Fund Information
Launch Date
Nov 2017 8 years ago
Fund Benchmark
Fund Risk Rating
1 2 3 4 5 Medium
Fund Size
R 24.2 Bil.


M&G Balanced Fund Unit Prices
SA - MA - I
SA - E - G
SA - E - LC
G - MA - F
SA - IB - VT
G - E - G
SA - MA - F
R - MA - F
SA - RE - G
SA - MA - HE
Did You Know ?

Asset manager Sygnia is a product of a management buyout in a larger transaction that was involving Cadiz buying African Harvest Fund Managers.

As of 2023, the ownership of M&G Investments (prev. Prudential) is as follows:M&G Pls=50.12%; Staff=28.08%; Thesele Group=21.8% .

Mohamed Shaheen Ebrahim was instrumental in the establishemnt of asset maager Oasis Crescent Manco.

Distributions Info (in cents)
See Also
SIM Multi Managed Growth FOF
Ampersand Balanced FOF
Roxburgh Balanced Plus FOF
Fnb Growth FOF
Obsidian Balanced Fund
Asset Allocation Analysis
Fund Management
Fund Activities
Disclaimer
Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation.