Financial Adviser - Our Funds
 

Past Fund Performance Tool

What would your investment have been worth had you invested earlier? Find out with our Past Performance tool.

Ready to invest now?

COMPLETE AN ONLINE APPLICATION

/

WE HAVE A RANGE OF FUNDS PERSONALISED FOR YOU...

Choose a Fund

When you start your investment is important.

Investment Date

At what start date would you have invested in the selected fund?

DO YOU WANT TO INVEST WITH LUMP SUM, DEBIT ORDER OR BOTH ...

Investment Option

Which investment option would you have liked to invest with?

CONTRIBUTING ON A MONTHLY BASIS...

Debit Order

What amount would you have contributed monthly?

The minimum debit order amount is R500

DO YOU HAVE A LUMP SUM TO START OFF YOUR INVESTMENT...

Lump Sum

What initial lump sum amount would you have liked to invest?

The minimum lump sum amount is R10,000 The minimum lum sum amount is R0

CONTRIBUTING ON A MONTHLY BASIS...

Annual Contribution Increase

By what percentage (eg 6%) would your monthly contribution have increased by annually?

Past Performance Information

Select a Fund

Start Date

End Date

Debit Order

Lump Sum

Monthly Contribution Annual Increase (%)

Increase with inflation

Final Monthly Contribution

Total Investment Value

Total Premiums Paid

Current Benchmark Value

Current Investment Value to beat inflation

 

 

 

INVEST NOW

    Disclaimer:
  • The Current Investment Value is calculated based on past performance, using the fund’s Net Asset Value with income distributions reinvested.
  • Lump sum and monthly contributions are assumed to be made at the beginning of the month.
  • Please note that these calculations are provided for illustrative purposes only and that past performance is not necessarily an indication of future performance.
  • Prudential Investment Managers (SA) Pty Ltd. will not be held responsible for any decisions based on this information.
  • We recommend that you consult with a good independent financial adviser to assist you with meeting your investment goals.
    Investment Options:
  • Minimum Debit Order = R500 pm.
  • Minimum Lump Sum = R10 000.