Prudential Inflation Plus Fund Tax-free

LATEST PRICE

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Who Should Invest

This multi-asset class fund is ideal for investors saving for retirement, those already living off a pension and those wanting to protect their savings from the detrimental effects of inflation, thereby preserving purchasing power and earning a real return. All growth in the underlying investment is fully exempt from any tax on interest, rental income, dividends or capital gains. 

RISK PROFILE

Medium Risk

Investment Objective

This fund's primary objective is to outperform CPI by 5% (before fees) over a rolling three-year period. The secondary objective is to reduce the risk of capital loss over any rolling 12-month period.

  • 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 - Low Equity

Benchmark

CPI +5% p.a over a rolling 3-year period

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): 0.80%

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

  • FUND RETURN

  • BENCHMARK RETURN

  • OUTPERFORMANCE

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Fund Management Approach

This fund invests in an actively managed, diversified combination of domestic and international assets where the asset allocation is tactically managed. The intended maximum limits: Equity: 40%; Listed Property: 25%; Foreign: 30%; Africa (excl. SA): 5%

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