All unit trusts

M&G Inflation Plus B

Managed by M&GIncome Funds
Price
R5.48on 12 November 2026
Yearly cost (TER)
0.89%before transaction costs
Fund size
R23.9bnas at 11 November 2026
Risk profile
Medium/Low

Price over the past year

12 November 2025: R5.3112 November 2026: R5.48
1 month
+3.53%
3 months
+1.11%
6 months
+0.34%
1 year
+3.19%

What it aims to do

This multi-asset class fund is ideal for investors saving for retirement, those already living off a pension and those wanting to protect their savings from the detrimental effects of inflation, thereby preserving purchasing power and earning a real return. This fund's primary objective is to outperform CPI by 5% (before fees) over a rolling three-year period. The secondary objective is to reduce the risk of capital loss over any rolling 12-month period.

What it costs

Annual management fee
0.69%
Performance fee
Not published
Total expense ratio (TER)
0.89%
Transaction costs
0.06%

Fund details

Manager
M&G
Fund type
Income Funds
Benchmark
CPI+5% p.a. over a rolling 3-year period
Income distribution
Semi-annually
Inception date
Jan 6, 2001
JSE code
PRCB
ISIN
ZAE000041026

Visit M&G's website