Financial Adviser - About Us

About us

We offer investors a focused range of unit trusts to suit all risk profiles and return objectives. Our unit trusts include equity funds, balanced funds, property funds, income funds, tax-free funds and global funds. We’re immensely proud that our clients have entrusted us to manage over R200 billion of their savings, making us one of South Africa’s top 10 largest investment managers.

We're about protecting and growing our clients' savings

We help our clients achieve their financial goals, consistently applying our prudent valuation-based investment approach with the aim of protecting and growing their savings over time.

Our investment team, with over 400 years of collective experience, is dedicated to actively managing our clients’ funds, and we draw on our global affiliates for international expertise and best practice.


We're focused on investment excellence

Since 1994, we’ve built up an enviable track record for consistently strong investment performance thanks to our single-minded focus on achieving excellence. We’ve also been committed to using the same prudent valuation-based investment philosophy for the past two decades.

Our entire staff of over 150 professionals are firmly aligned behind this focus. Many of our people have stayed with us for many years, testament to our strong culture of ownership and responsibility. We also benefit from a flat management structure and our team approach allows our investment professionals to focus on what they do best - managing clients' savings.


Corporate Governance

We’re very serious about safeguarding our clients’ money

We’re entrusted with the stewardship of our clients’ assets, a responsibility that we take very seriously. Our reputation as responsible, considered investment professionals is important to us, and we must be above reproach when investing on behalf of our clients.


Responsible Investing

We’re a long-standing believer in shareholder activism, and we include economic, social and governance (ESG) factors as part of our fundamental investment analysis

We’ve long been a champion of active shareholder involvement on a number of levels, from directly engaging company management to challenging take-over bids. We also engage other market participants and shareholders, even in cases where we may not necessarily hold the stocks in question.


Global Presence

Our global strength – we have access to worldwide resources

Prudential South Africa is part of the wider Prudential plc group, one of the world’s leading insurance and financial services companies. With its main listing in London, it was founded over 160 years ago and now has over 24 million clients and £562 billion under management as at 30 June 2016.


We’re a responsible participant in financial markets and our communities

We define corporate responsibility as the way our company behaves and how we manage our impact on society and the environment.