Below please see a list of categories with some of the more frequently asked questions from our Institutional clients.
- Pooled Life Funds
- Unit Trust Funds
- Segregated Funds
Pooled products (Life and Unit Trusts) pool clients assets together to acquire a suitable basket of assets. Clients own units in the fund. These funds offer diversification and cost efficiency for clients below the minimum requirement of a segregated mandate.
Segregated mandates splits the client assets from other clients. The main benefits include direct ownership and customization to fulfil specific needs.
- Pooled Life - R20 million
- Unit Trust - R20 million
- Segregated - R500 million
Please note that we actively engage with clients and consider amounts less than the stated minimums.
What is Prudential’s approach to investing?
- We are valuation-based
- We construct portfolios on a prudent, risk conscious basis
- We focus on the long term, ignoring short-term “noise”
Does Prudential have offshore capability?
Prudential charges an annual management fee depending on the mandate type. We also offer a performance-based fee structure.
Prudential is a Level 3 Contributor.