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M&g Inflation Plus Fund B (0P0000IQWS)
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07:00:00 - Closed. Currency in ZAR
- Morningstar Rating:
- Total Assets: 19.56B
Prudential Inflation Plus Fund B
4.712
-0.000
-0.01%
- Overview
- Profile
- Historical Data
- Holdings
0P0000IQWS Overview
On this page you'll find an in-depth profile of M&g Inflation Plus Fund B. Learn about the key management, total assets, investment strategy and contact information of 0P0000IQWS among other information.
Investment Strategy
Fund Objective: The primary objective is to outperform CPI by 5% before fees (which is 3.4% after fees for the A class) over a rolling 3-year period. The secondary objective is to reduce the risk of capital loss over any rolling 12-month period. Investor profile: Individuals looking for a low- to medium-risk multi-asset fund. Individuals and retirees who want to protect their investment from the detrimental effects of inflation over time. The recommended investment horizon is 3 years or longer. Investment Mandate: The Fund invests in a diversified mix of local and foreign equity, bonds, listed property and cash. The Fund may also invest in derivatives and other collective investment schemes. Asset allocation is actively and tactically managed to achieve the Fund’s objectives. The intended maximum limits are Equity 40%, Listed Property 25% and Foreign 45%. The Fund is managed to comply with regulations governing retirement fund investments (Regulation 28).
Contact Information
Address
MandG Investments Unit Trusts (RF) Ltd
,
South Africa
,
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 | - | 2011 | 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 | - | 2015 | 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 | 2011 | 2015 |
| Gerhard Cruywagen | CIO (Chief Investment Officer) | 2001 | 2010 |
| Biography | Gerhard is Chief Investment Officer at SIM. Prior to joining SIM in 2008, Gerhard spent 8 years at Prudential Asset Managers in various roles. He was CIO when he left. Gerhard also held investment positions with Community Growth Funds, Franklin Asset Management and NBS Boland. | ||
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