Prudential Inflation Plus Fund

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.

RISK PROFILE

Low-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 RISK

Details

ASISA Category

South African - Multi Asset - Low Equity

Objective

CPI +5% (before fees) p.a (rolling 3-year period)

Regulation 28 Compliant

Yes

Fund Managers

Michael Moyle, David Knee, Johny Lambridis, Sandile Malinga and Leonard Krüger

Inception Date

01 June 2001

Min Lump Sum

Investor Class (A): R10 000
Tax-Free Class (T): R10 000

Min Debit Order

Investor Class (A): R500 pm
Tax-Free Class (T): R500 pm

Income Declaration

Distributed bi-annually

Awards

Raging Bull and Morningstar/ Standard & Poor's

Prices

DATE UNIT PRICE

Fees

Initial Fees (excl. VAT):

No initial fees charged

Annual Management Fees (excl.VAT):

Investor Class (A): 1.00%
Tax-Free Class (T): 0.80% 

  • FUND RETURN

  • OBJECTIVE (AFTER FEES)

  • 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%

FUND MANAGERS

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