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.
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.
All returns quoted are F-Class after fees and charges
Investor Class (F): R20 million
South African - Equity - General
FTSE/JSE Capped SWIX All Share Index
21 September 2000
No initial fees charged
Prudential Annual Management Fee:
Investor Class (F): 1.00%
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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