Local Funds

Our unit trusts include equity funds, balanced funds, property funds, income funds and tax-free funds. We managed approximately R50 billion on behalf of our retail clients, making us one of South Africa’s top 10 largest investment managers. Click here to view our performance fees.

* Homepage: Morningstar data as at 31 May 2021. South African - Equity – General.

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Our unit trust range

We have a concise range of unit trusts that invest in a variety of different asset classes, making them ideal for investors with different investment objectives, time horizons and risk profiles.

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Valuation-based asset managers

We help our clients achieve their financial goals through the consistent application of our prudent valuation-based investment approach. The same approach that we’ve followed for the past two decades.

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Investment process

We construct our portfolios on a risk-conscious basis by following a strict valuation-based process. We make decisions based on known facts, and ignore short-term “noise”. We also overlay a “quality” screen, where we build our portfolios using a balanced mix of undervalued stocks and certain high-quality businesses. This is the same tried-and-tested process we’ve followed for the past two decades.

 

How do I open a broker account with Prudential?

If you would like to apply for a new contract to do business with us on behalf of yourself and your brokerage house, please complete our Broker House Agreement Form.

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Content for you and your clients

We have a wide variety of videos and articles to help keep you and your clients updated with markets to help you educate and explain difficult investment concepts to your clients.

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How do I invest?

Investing with Prudential is quick and easy. Once you’ve determined which unit trust best meets your needs, you can download the relevant form from the Forms and Download section.

FORMS AND DOWNLOADS

Local Funds

  • Short-term Growth

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  • Target Income

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  • Post Retirement

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