Funds
We manage a diverse range of segregated and pooled portfolios, according to our clients' special requirements. All our institutional mandates can be managed according to a particular risk level, as well as to a return benchmark (such as SWIX for equities) or level of real return (such as CPI+5%).
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Core Equity
Who Should Invest
This fund is suitable for Institutional investors with an average to high risk tolerance and a long term investment horizon. The fund remains ideally suited as a core holding for retirement funds or multi-managed products where an active portfolio is used as anchor component and matched with smaller satellite mandates. Depending on market conditions, Core Equity may at times be equally concentrated as Select Equity, but will generally hold more individual stock positions.
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Select Equity
Who Should Invest
This fund is suitable for Institutional investors with an average to high risk tolerance and a long term investment horizon. The fund incorporates a more concentrated portfolio construction process; it is managed within a higher risk budget and will generally reflect higher risk measures, whether measured as active share or tracking error. Clients whose investment strategy is to blend concentrated (“higher conviction”) mandates of different active managers are well advised to consider Prudential Select Equity.
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Prudential Enhanced Index Tracker Property
Who Should Invest
This fund is suitable for Institutional investors with a medium to high risk tolerance requiring medium-to long-term capital and income growth through efficient and cost effective exposure to the Listed Property sector in South Africa. The product complies with Regulation 28 of the Pension Funds Act, to the extent that this applies to a specialist asset class portfolio.
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Yield Enhanced Bond
Who Should Invest
This fund is suitable for Institutional investors with a low to medium risk tolerance that require a high level of income from their capital investment with relatively low risk. The product complies with Regulation 28 of the Pension Funds Act, to the extent that this applies to a specialist asset class portfolio.
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Balanced
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.
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Domestic Balanced
Who Should Invest
This fund is suitable for Institutional investors with a low to medium risk tolerance and a long term investment horizon. The product is compliant with Regulation 28 of the Pension Funds Act.
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Real Return - Domestic Inflation Plus 5%
Who Should Invest
This fund is suitable for Institutional investors that seek steady inflation-beating growth of capital through an actively managed domestic only portfolio that complies with Regulation 28 of the Pension Funds Act.
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Real Return - Inflation Plus 5%
Who Should Invest
This fund is suitable for Institutional investors that seek steady inflation-beating growth of capital through an actively managed portfolio that complies with Regulation 28 of the Pension Funds Act.
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Real Return - Medical Aid Inflation Plus 5%
Who Should Invest
This fund is suitable for Medical Aid Schemes that seek steady inflation-beating growth of capital through an actively managed portfolio that complies with Regulation 30 of the Medical Schemes Act.
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