Prudential Enhanced SA Property Tracker Fund

LATEST PRICE

-

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. The recommended investment horizon is five years or longer.

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.

  • INCOME & GROWTH
  • MEDIUM RISK
  • LONG TERM

Details

Performance

All returns quoted are A-Class after fees and charges

Min Lump Sum

Investor Class (A): R10 000

Min Debit Order

Investor Class (A): R500 pm

ASISA Category

South African - Real Estate - General

Benchmark

FTSE/JSE South African Listed Property Index (J253)

Inception Date

02 December 2005

Income Declaration

Distributed quarterly

Awards

Morningstar/Standard & Poor’s

Prices

DATE UNIT PRICE

Fees

Initial Fees (excl. VAT):

No initial fees charged

Annual Management Fees (excl.VAT):

Investor Class (A): 0.55%

  • FUND RETURN

  • BENCHMARK RETURN

  • OUTPERFORMANCE

Invest Now

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

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