Morningstar

M&G Enhanced Income Fund B PEICB

Medalist Rating as of Sep 30, 2026

Strategy

To maximise total returns in excess of the benchmark over a rolling 36-month period, while seeking to protect capital and reduce volatility through active asset management. Investor profile: Individuals requiring an actively managed income solution that provides a high income return together with moderate capital growth. The recommended investment horizon is 1 to 3 years. 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 10%, Listed Property 25% and Foreign 45%. The Fund is managed to comply with regulations governing retirement fund investments (Regulation 28).

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
PEICA	M&G Enhanced Income Fund A	—	Open			Jul 1, 2009	ZAR 65.19M	—	Average	ZAR 10,000	−ZAR 7.83M
PEICB	M&G Enhanced Income Fund B	—	Open			Jul 1, 2009	ZAR 92.63M	—	—	ZAR 20M	ZAR 88.26M
PRECX	M&G Enhanced Income Fund X	—	Open			Apr 1, 2011	ZAR 185.30M	—	Above Average	ZAR 10,000	−ZAR 5.33M
PEICD	M&G Enhanced Income Fund D	—	Open			Jul 1, 2011	ZAR 887.19M	—	—	ZAR 20M	ZAR 349.65M
PEIT	M&G Enhanced Income Fund T	—	Open			Jan 2, 2015	ZAR 6.05M	—	Below Average	ZAR 10,000	−ZAR 230,701.94
PEII	M&G Enhanced Income Fund I	—	Open			Jan 2, 2019	ZAR 79.49M	—	High	ZAR 10,000	−ZAR 72.09M
MGEIE	M&G Enhanced Income Fund E	—	Open	—	—	Apr 1, 2025	ZAR 12,022.00	—	—	—	ZAR 707.47

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