Prudential Property Fund Tax-Free

LATEST PRICE

-

Who Should Invest

This fund is ideal for investors who seek exposure to South African listed property as part of a diversified portfolio, with all growth in the underlying investment fully exempt from any tax on interest, rental income, dividends or capital gains. Alternatively, investors looking for a growing income stream but who are willing to be exposed to capital volatility.  The recommended investment horizon is 5 years or longer.

RISK PROFILE

Medium-High Risk

Investment Objective

The fund seeks to maximise long-term growth from investing in South African listed property markets.

  • INCOME & GROWTH
  • HIGH RISK
  • LONG TERM

DOWNLOADS

Details

Performance

All returns quoted are A-Class after fees and charges

Min Lump Sum

Investor Class (A): R10 000

Min Debit Order

Investor Class (A): R500 pm

ASISA Category

South African - Real Estate - General

Benchmark

FTSE/JSE All Property Index

Inception Date

09 July 2020

Income Declaration

Distributed quarterly

Prices

DATE UNIT PRICE

Fees

Initial Fees (excl. VAT):

No initial fees charged

Annual Management Fees (excl.VAT):

Investor Class (A): 1.00%

  • FUND RETURN

  • BENCHMARK RETURN

  • OUTPERFORMANCE

Invest Now

Fund Management Approach

This fund is an actively managed portfolio investing primarily in South African listed property instruments and assets in liquid form. The Fund may invest in other collective investment schemes and in financial derivative instruments. No direct investment in physical property may be made.

FUND MANAGERS

Our Tools

View all

What would your investment have been worth had you invested earlier?

Find out with our Past Performance Tool

PAST PERFORMANCE TOOL

Not sure which fund is right for you?

Our Fund Picker will help you find the fund that best matches your investment goals.

Fund Picker