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
Mar 25
R 9.29    R 0.-6
   -0.64%
High Avg. Low
R 9.35 R 9.00 R 8.46
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 ?

In 2015, information platform launched Morningstar itself into asset management by establishing Morningstar Investment Management

Anchor Capital is a division of Anchor Group , that was founded by Peter Armitage.

UK-based M&G Pls increased its stake to asset manager Prudential FM and the manager renamed M&G Investments in 2023.

Distributions Info (in cents)
See Also
Pws Moderate FOF
Wealthworks Managed FOF
MyQ Growth FOF
Obsidian Balanced Fund
Autus Balanced Fund
Asset Allocation Analysis
Fund Management
Management Company
M&G
Investments
Asset Manager
M&G
Investments
Fund Activities
Disclaimer
Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent.
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