Institutional Investor - Home
 

FAQs

Below please see a list of categories with some of the more frequently asked questions from our Institutional clients.

FAQs

Investment Vehicles

What investment vehicles are available to Institutional investors?

  • Pooled Life Funds
  • Unit Trust Funds
  • Segregated Funds

OUR FUNDS

What is the difference between Pooled (Life and Unit Trusts) and Segregated products?

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.

OUR FUNDS

What are the minimum investment amounts for each vehicle?

  • 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.

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What is Prudential’s approach to investing?

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”

OUR FUNDS

Does Prudential have offshore capability?

Does Prudential have an Offshore capability?

Prudential has access to investment research, ideas and guidance from Prudential plc and M&G Investments. Currently, we offer various international Fund of Funds, managed by M&G Investments.

Fees

What fees structures are available?

Prudential charges an annual management fee depending on the mandate type. We also offer a performance-based fee structure.

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BBBEE Status

What is Prudential’s BBBEE status?

Prudential is a Level 2 Contributor.

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