South Africa
Namibia
In Brief
Consistency is not about instant success.
It's about lasting success.
Benefit from our unique combination of deep global resources, the collective expertise of over 400 global investment professionals and a nearly 30-year track record of consistently delivering strong client returns when you choose to invest with M&G Investments Southern Africa.
We are able to deliver better client outcomes, offering a range of specialist capabilities and bespoke solutions designed with our clients’ needs in mind, while incorporating ESG considerations and sustainability in all that we do.
Every M&G Investments employee is a shareholder in our business and each one invests their retirement savings alongside our clients, in the same M&G unit trust funds. On top of this, a large part of our investment professionals’ remuneration depends directly on investment performance.
Total assets under management
R321 Billion
Unit trust MANCO
R145 Billion
Segregated and Life Pooled
R176 Billion
AUM Reflected as at 30 September 2024
Founded in
Cape Town, 1994
Offices
Cape Town (Head Office), Johannesburg, Durban, Gqeberha & Windhoek, Namibia
Number of staff
190+
BBBEE
Level 1
Ownership
M&G plc: 50.12%; Staff Investment Company: 28.08%; Thesele Group: 21.8%
License
Licensed financial services provider (FSP45199) under the FAIS Act
Our investment philosophy and process
We have consistently used our rigorous, valuation-based approach in managing our funds since the start of the business in 1994.
We focus on fundamental company valuations (“bottom-up”) instead of broad investment themes (“top-down”), and only buy an asset if its price is below its long-term fair value. We are also risk-conscious in our portfolio construction and asset choices, aiming to both grow and protect our clients’ savings over time.
- We employ a rigorous valuation-based investment process
- We are risk-conscious and active asset managers
- We make decisions based on known facts, and we don’t try to forecast the future
- We focus on the long term and try to ignore short-term “noise”
- We have a consultative, team-based approach
- As shareholders we engage actively to address ESG risks.
Why invest with us?
We have a nearly 30-year track record of consistently delivering strong returns for our clients through different cycles in the South African and Namibian financial markets.
Our diverse and experienced local investment team is focused solely on managing our clients’ savings, together with the expertise of over 400 global investment professionals.
Our deep resources allow us to invest in the latest technology to expand the breadth and diversity of the investment universe across all asset classes and deliver better client outcomes.
Our scale gives us a meaningful influence on ESG related investments, whether in decarbonisation, a Just Transition, or helping make the local financial services industry more accessible for all.
The diversity of our staff across race, gender, age, training and experience contributes to a rich, team-based business culture where all ideas are welcomed, helping add value to client results and interactions.
Black economic empowerment and transformation
Transformation for us is not about a scorecard or our internal successes; it is about transforming ourselves and the financial services industry and empowering the communities we live in. Equally, greater diversity and inclusivity in our investment ideas, teams, risk management, operations and client services will enable us to better understand the needs of our clients and deliver better client outcomes.
DOWNLOAD OUR 2023 TRANSFORMATION BROCHURE
Numerous measurable actions exist across the business to further the cause of transformation within a formal governance framework.
We develop multi-year Employment Equity Plans, the implementation of which is monitored and evaluated by our Employment Equity Forum. This approach truly supports our transformation journey, rather than mechanistically addressing B-BBEE scorecard objectives.
A top-down business imperative
Our CEO has made transformation his personal priority across the business, which is translated into a deep awareness and shared responsibility among staff in all areas.
The Social, Ethics and Transformation Committee reports to the M&G Investments (Southern Africa) Board and is responsible for the formulation and articulation of the company’s transformation, BEE strategy and corporate social investment. This Committee oversees the following subcommittees mandated to implement these strategies:
- Diversity and Inclusion sub-committee – Mandated to advance the business’ transformation agenda, ensure legislative compliance and drive a culture of inclusivity, tolerance, and respect for diversity.
- Corporate Social Investment subcommittee – Fulfil specific CSI responsibilities including identifying, approving, recording and reporting on CSI opportunities.
Our name and logo
M&G was originally founded as the “Municipal and General Securities Company” in London in 1900. We launched the very first unit trust in the UK and Europe, the “M&G First British Fixed Trust” in 1931 and became part of Prudential plc, the UK-listed global insurance and investments group, in 1999. Finally, we took on our current form in 2019 when we de-merged from Prudential plc and listed independently on the London Stock Exchange as M&G plc.
Our logo, an open, outlined square, represents a two-way window. It’s first a window of openness into our business, signifying the priority we place on the transparency of our processes, and the open and direct nature of communications with our clients. Equally, it’s a window through which we look to the future, to symbolise the forward-thinking nature of both our company and the broader investment environment.