Prudential Balanced Fund - Funds - Prudential
 

Prudential Global Balanced Fund

Who Should Invest

This fund is ideal investors seeking long-term capital growth from a diversified portfolio of global assets. The recommended investment horizon is 5 years or longer.

  • OFFSHORE
  • MEDIUM RISK
  • LONG-TERM GROWTH

DOWNLOADS

RISK PROFILE

Medium Risk

LATEST PRICE

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Details

Investment Manager

M&G Investment Management Limited (UK)

Domicile:

Republic of Ireland

Currency:

US Dollar

Morningstar Category:

USD Flexible Allocation

Benchmark

65% MSCI All Country World Index TR (Net), 5% FTSE EPRA/NAREIT Global REIT Index, 25% Bloomberg Barclays Global Aggregate Bond Index, 5% US Dollar 1m Libor World Index

Fund Managers

Marc Beckenstrater & Craig Simpson

Inception Date

19 June 2017

Min Lump Sum and Debit Order

LISP dependant

Prices

DATE UNIT PRICE

Fees

Initial fees (excl. VAT):

No initial fees are charged

Annual management fees (excl. VAT):

Investor Class (B): 0.75%

 

HOW DO I INVEST IN THIS FUND?

South African retail investors currently only have the option of investing in the US Dollar denominated funds via the offshore investment platforms listed below.

VIEW AVAILABLE OFFSHORE PLATFORMS