Prudential Enhanced SA Property Tracker Fund Tax-free

LATEST PRICE

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Who Should Invest

This fund is ideal for investors with a medium-to-high risk tolerance looking for long-term capital and income growth through cost-effective exposure to the South African listed property sector. All growth in the underlying investment is fully exempt from any tax on interest, rental income, dividends or capital gains. 

RISK PROFILE

Medium-High Risk

Investment Objective

This fund aims to provide total returns (after fees) above the SA Listed Property Index and long-term capital growth, at a lower cost.

  • TAX FREE
  • INCOME & GROWTH
  • MEDIUM RISK

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 - Real Estate - General

Benchmark

FTSE/JSE South African Listed Property Index (J253)

Inception date

01 April 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%

  • FUND RETURN

  • BENCHMARK RETURN

  • OUTPERFORMANCE

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Fund Management Approach

This fund invests in South African listed property instruments and liquid assets using a valuation-based investing approach. It aims to provide a total return above the South African Listed Property Index with tracking error of not more than 2% per year. No direct investment in physical property may be made.

FUND MANAGERS

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