Compare unit trusts
Choose up to four unit trusts, or tick them in the finder.
How they compare
| Measure | M&G Balanced Fund |
|---|---|
| Manager | M&G |
| Fund type | South African Multi-Asset High Equity |
| Risk profile | Medium |
| Total expense ratio (TER) | 1.42% |
| Annual management fee | 1.15% |
| Performance fee | – |
| Fund size | R36.2bn |
| Return, 1 month | +3.04% |
| Return, 3 months | -0.22% |
| Return, 6 months | -0.56% |
| Return, 1 year | +2.46% |
| Accounts | ZAR |
| Income distribution | Semi-annually |
| Benchmark | ASISA South African - Multi-Asset - High Equity Category Average |
Price returns to each fund's latest daily price, after fund costs and excluding distributions; n/a means our price feed doesn't have the prices for that period. Costs and fund sizes as at 11 November 2026. A dash means it wasn't published. Select a fund's name to read its objective and to buy it on EasyEquities.