Prudential Enhanced Income Fund Tax-free

LATEST PRICE

-

Who Should Invest

This fund is ideal for investors looking for a low- to medium-risk actively managed income solution that provides a high income return, together with moderate capital growth, with all growth in the underlying investment fully exempt from any tax on interest, rental income, dividends or capital gains.

RISK PROFILE

Low-Medium Risk

Investment Objective

This fund aims to provide moderate capital growth and maximise total returns over a rolling 36-month period, while protecting capital and reducing volatility over the medium term.

  • TAX FREE
  • INCOME & GROWTH
  • MEDIUM TERM

Details

Performance

All returns quoted are T-Class after fees and charges

Min Lump Sum

Investor Class (T): R10 000

Min Debit Order

Investor Class (T): R500 pm

ASISA category

South African - Multi Asset - Income

Benchmark

STeFI Composite Index measured over a rolling 36-month period

Regulation 28 Compliant

Yes

Inception date

02 January 2015

Prices

DATE UNIT PRICE

Fees

Initial Fees (excl. VAT):

No initial fees are charged

Annual Management fees (excl.VAT):

Tax-Free Class (T): 0.60%

Additional underlying foreign fund fees are dependent on the fund and are included in the TER

  • FUND RETURN

  • BENCHMARK RETURN

  • OUTPERFORMANCE

Invest Now

Fund Management Approach

This fund is actively managed to protect capital and reduce volatility, investing in a flexible mix of high-yielding securities across asset classes, with intended  maximum limits of: Cash: No limit; Bonds: No limit; Equity: 10%; Listed Property: 25%; Offshore: 20%; Africa: 5% (excl. SA).

FUND MANAGERS

Our Tools

View all

What would your investment have been worth had you invested earlier?

Find out with our Past Performance Tool

PAST PERFORMANCE TOOL

Not sure which fund is right for you?

Our Fund Picker will help you find the fund that best matches your investment goals.

Fund Picker