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M&g Balanced Fund T (0P000158TL)

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9.066 -0.060    -0.66%
00:00:00 - Closed. Currency in ZAR
  • Morningstar Rating:
  • Total Assets: 26.19B
Type:  Fund
Market:  South Africa
Issuer:  Prudential Investment Managers
ISIN:  ZAE000199907 
Asset Class:  Equity
Prudential Balanced Fund T 9.066 -0.060 -0.66%

0P000158TL Overview

 
On this page you'll find an in-depth profile of M&g Balanced Fund T. Learn about the key management, total assets, investment strategy and contact information of 0P000158TL among other information.
Category

ZAR/NAD Aggressive Allocation

Total Assets

26.19B

Expenses

1.18%

Inception Date

Jan 02, 2015

Investment Strategy

Fund Objective: To achieve steady long-term growth of capital and income by investing in a diversified combination of domestic and international assets, where the asset allocation is tactically managed. Investor profile: A suitable fund for retirement provision and for those individuals looking to tilt their portfolio to value with controlled risk exposure. The recommended investment horizon is 5 years or longer. Investment Mandate: The Fund conforms to the regulations governing retirement fund investments (Regulation 28). Intended maximum limits: Equity 75%, Listed Property 25% and Foreign 45%.

Contact Information

Address MandG Investments Unit Trusts (RF) Ltd
,
South Africa
Phone -

Top Executives

Name Title Since Until
Leonard Krüger - 2021 Now
Sandile Malinga - 2020 Now
Biography Sandile joined Prudential’s fixed interest team in November 2013. He has joint portfolio management responsibility for the Prudential High Interest and Prudential Money Market Funds, and provides analytical and econometric support to the fixed interest investment process. Sandile also has some fixed interest and derivative dealing responsibilities. Sandile spent the last six years with Investec Asset Management as a fixed interest dealer and analyst, as well as a portfolio manager on large institutional fixed interest client mandates with liability immunisation objectives and co-manager on the Investec International High Yield Fund.
Michael Moyle - 2015 Now
David Knee Head 2015 2024
Biography David joined Prudential Portfolio Managers SA, as Head of Fixed Income in January 2009. David worked at Prudential in South Africa in 1999 and 2000, and was responsible for establishing our current fixed interest process. Prior to Prudential, he was the senior fixed interest portfolio manager in the London office of M&G Investments. David joined M&G in 1997 as member of the fixed income team, specialising in UK and Global bond portfolios. Before joining M&G, David worked for Hill Samuel Asset Management as a fixed income fund manager, managing both life and pension funds for a variety of clients. David graduated from the London School of Economics with a BSc in Economics and from Birkbeck College with an MSc in Economics. He is an Associate of the Institute of Investment Management and Research.
Johny Lambridis - 2016 2021
Duncan Schwulst Portfolio Manager 2016 2018
Biography Duncan joined Prudential as a credit analyst in September 2007, from JP Morgan. Prior to this he completed his articles in Cape Town with PricewaterhouseCoopers, being seconded to the US’s Silicon Valley in 2005. Duncan has received the CA (SA) and CFA designations. He holds both a B.Bus. Sc. (Finance) degree and Post Graduate Diploma in Accounting from UCT.
Marc Beckenstrater - 2001 2016
Biography Marc Beckenstrater, co-head of Systematic Investment Strategies at M&G, has more than 10 years of experience in quantitative investments, having launched the first quantitative property real estate mutual fund in South Africa in 2006. In early 2017, Marc relocated to M&G Investments (at the time the parent company of Prudential South Africa) in London to lead an investment team managing Prudential’s international portfolios. Marc joined Prudential South Africa in 1999 as head of equity. He was chief investment officer from December 2009 until July 2016, and then head of international investments. Prior to joining Prudential, Marc worked at another large South African asset manager, where he was responsible for managing segregated pension funds and one of the satellite funds. He holds an MBA from the University of Cape Town and a BSc in Electrical Engineering from University of the Witwatersrand, Johannesburg.
Albert Arntz Portfolio Manager 2009 2015
Cromwell Mashengete - 2010 2014
Graham Mason - 1999 2001
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