Prudential Balanced

MONTHLY PERFORMANCE (%)

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Who Should Invest

This fund is suitable for Institutional investors with an average to high risk tolerance and a long term investment horizon. The product is compliant with Regulation 28 of the Pension Funds Act.

Investment Objective

To achieve steady long-term growth of capital and income by investing in a diversified combination of domestic and international assets, where the asset allocation is tactically managed.

Details

Investment Vehicles

Segregated and Pooled Life

Benchmark

Alexander Forbes Global Large Manager Watch (Investible) Median

Inception Date

November 1998

Composite Name

Balanced Composite

Minimum Investment Size

Segregated: R500 million

Pooled Life: R20 million

Fees

Please contact us for a proposal

  • FUND RETURN

  • BENCHMARK RETURN

  • OUTPERFORMANCE

Contact Us

Our Balanced Offering

Our domestic and global balanced Funds have been established as leading Funds in the South African Market, with superb long-term track records. Combining our key areas of skill with the access to international resources contribute to consistent top quartile performance as measured against our peers.

Institutional Links

Product Range Overview

Take a look at what we offer for Institutional investors.

Product Range Overview

Product Offering Summary

View our complete range of Institutional Products.

Product Offering Summary