Prudential SA Equity Fund

LATEST PRICE

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Who Should Invest

Investors with a higher risk tolerance who are looking for out-performance of the South African equity market, while limiting volatility relative to the fund’s benchmark. The recommended investment horizon is 7 years or longer.

RISK PROFILE

High Risk

Investment Objective

To provide broad-based exposure to South African shares that offer value and medium to long-term growth. The portfolio managers seek to invest in companies where returns can be achieved from any or all of (a) growth in earnings, (b) growth in dividends and (c) a re-rating by the market of the company’s share price.

  • HIGH RISK
  • LONG TERM
  • LONG-TERM GROWTH

Details

Performance

All returns quoted are F-Class after fees and charges

Min Lump Sum

Investor Class (F): R20 million

ASISA Category

South African - Equity - General

Benchmark

FTSE/JSE Capped SWIX All Share Index

Inception Date

21 September 2000

Income Declaration

Distributed bi-annually

Prices

DATE UNIT PRICE

Fees

Initial Fees (excl. VAT):

No initial fees charged

Annual Management Fees (excl.VAT):

Prudential Annual Management Fee:
Investor Class (F): 1.00%

  • FUND RETURN

  • BENCHMARK RETURN

  • OUTPERFORMANCE

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Fund Management Approach

This fund can invest in any company listed on the JSE that meet the portfolio managers’ value criteria. The fund seeks out value by attempting to capture all components of return over time, including high dividend yield, earnings growth and possible market re-rating. The fund will not invest in any foreign markets. The intended maximum limits are Equity 100%, Property 10% and Foreign 0%.

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