South African Funds
Our unit trusts include equity funds, balanced funds, property funds, income funds and tax-free funds. As of September 2019 we managed approximately R71 billion on behalf of our retail clients, making us one of South Africa’s top 10 largest investment managers. Click here to view our performance fees.
Looking to invest offshore?
VIEW OFFSHORE FUNDS-
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OUTPERFORMANCE
Prudential Balanced Fund
Who Should Invest
This medium-risk fund is ideal for investors who want steady long-term growth of their capital and income from a diverse portfolio of actively managed South African and global assets. The fund is Regulation 28 compliant, making it suitable for building up long-term retirement capital. The recommended investment horizon is five years or longer.
FUND DETAILS- TAX FREE
- MEDIUM RISK
- LONG-TERM GROWTH
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FUND RETURN
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OUTPERFORMANCE
Prudential Dividend Maximiser Fund
Who Should Invest
This fund is ideal for investors with a higher risk tolerance who are looking for out-performance of the average South African General Equity Fund without taking on greater risk of loss and have a preference for the fund’s bias towards investment in companies offering high but sustainable dividend yields. The recommended investment horizon is 7 years or longer.
FUND DETAILS- TAX FREE
- HIGH RISK
- LONG-TERM GROWTH
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FUND RETURN
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OUTPERFORMANCE
Prudential Enhanced SA Property Tracker Fund
Who Should Invest
This fund is ideal for investors with a medium-to-high risk tolerance looking for long-term capital and income growth through cost-effective exposure to the South African listed property sector. The recommended investment horizon is five years or longer.
FUND DETAILS- TAX FREE
- INCOME & GROWTH
- MEDIUM RISK
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BENCHMARK RETURN
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OUTPERFORMANCE
Prudential Equity Fund
Who Should Invest
This fund is ideal for investors with a higher risk tolerance who are looking for out-performance of the average South African General Equity Fund without taking on greater risk of loss. The recommended investment horizon is 7 years or longer.
FUND DETAILS- HIGH RISK
- LONG TERM
- LONG-TERM GROWTH
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FUND RETURN
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OBJECTIVE (AFTER FEES)
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Prudential Inflation Plus Fund
Who Should Invest
This multi-asset class fund is ideal for investors saving for retirement, those already living off a pension and those wanting to protect their savings from the detrimental effects of inflation, thereby preserving purchasing power and earning a real return.
FUND DETAILS- TAX FREE
- INCOME & GROWTH
- MEDIUM TERM
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Prudential Enhanced Income Fund
Who Should Invest
This fund is ideal for investors looking for a low- to medium-risk actively managed income solution that provides a high income return, together with moderate capital growth. The recommended investment horizon is one to three years.
FUND DETAILS- TAX FREE
- INCOME & GROWTH
- MEDIUM TERM
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Prudential High Yield Bond Fund
Who Should Invest
This fund is ideal for investors who require a high level of income from their capital investment with relatively low risk. The recommended investment horizon is one to three years, or longer when used for strategic exposure to the asset class.
FUND DETAILS- INCOME & GROWTH
- LOW RISK
- SHORT TERM
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OUTPERFORMANCE
Prudential Balanced Fund
Who Should Invest
This medium-risk fund is ideal for investors who want steady long-term growth of their capital and income from a diverse portfolio of actively managed South African and global assets, with all growth in the underlying investment fully exempt from any tax on interest, rental income, dividends or capital gains. The fund is Regulation 28 compliant, making it suitable for building up long-term retirement capital.
FUND DETAILS- TAX FREE
- MEDIUM RISK
- LONG-TERM GROWTH
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FUND RETURN
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BENCHMARK RETURN
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OUTPERFORMANCE
Prudential Dividend Maximiser Fund
Who Should Invest
This fund is ideal for investors with a medium-to-high risk tolerance looking for a combination of long-term high dividend yield and capital growth. This is achieved through local and global equity exposure. All growth in the underlying investment is fully exempt from any tax on interest, rental income, dividends or capital gains.
FUND DETAILS- TAX FREE
- HIGH RISK
- LONG-TERM GROWTH
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FUND RETURN
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BENCHMARK RETURN
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OUTPERFORMANCE
Prudential Enhanced Income Fund
Who Should Invest
This fund is ideal for investors looking for a low- to medium-risk actively managed income solution that provides a high income return, together with moderate capital growth, with all growth in the underlying investment fully exempt from any tax on interest, rental income, dividends or capital gains.
FUND DETAILS- TAX FREE
- INCOME & GROWTH
- LOW RISK
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FUND RETURN
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BENCHMARK RETURN
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Prudential Enhanced SA Property Tracker Fund
Who Should Invest
This fund is ideal for investors with a medium-to-high risk tolerance looking for long-term capital and income growth through cost-effective exposure to the South African listed property sector. All growth in the underlying investment is fully exempt from any tax on interest, rental income, dividends or capital gains.
FUND DETAILS- TAX FREE
- MEDIUM RISK
- LONG-TERM GROWTH
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FUND RETURN
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BENCHMARK RETURN
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OUTPERFORMANCE
Prudential Global Balanced Feeder Fund
Who Should Invest
This fund is ideal for investors seeking long-term capital growth from a diversified portfolio of global assets. The recommended investment horizon is 5 years or longer. Although the fund’s investment universe is global, units in the fund are priced in rands. Investors can therefore invest without having to personally expatriate rands.
FUND DETAILS- OFFSHORE
- TAX FREE
- MEDIUM RISK
- LONG-TERM GROWTH
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Prudential Global Equity Feeder Fund
Who Should Invest
This fund is ideal for investors seeking long-term capital growth from a diversified portfolio of global equity securities. The recommended investment horizon is 7 years or longer. Although the fund’s investment universe is global, units are priced in rands. Investors can therefore invest without having to personally expatriate rands.
FUND DETAILS- OFFSHORE
- TAX FREE
- HIGH RISK
- LONG-TERM GROWTH
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FUND RETURN
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BENCHMARK RETURN
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OUTPERFORMANCE
Prudential Global Inflation Plus Feeder Fund
Who Should Invest
This fund is ideal for investors seeking to preserve the real value of their capital, in US dollar terms, by investing in a diversified portfolio of global assets. The recommended investment horizon is 3 years or longer. Since units are priced in rands, investors can invest without having to expatriate rands.
FUND DETAILS- OFFSHORE
- TAX FREE
- INCOME & GROWTH
- MEDIUM RISK
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FUND RETURN
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OBJECTIVE (AFTER FEES)
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OUTPERFORMANCE
Prudential Inflation Plus Fund
Who Should Invest
This multi-asset class fund is ideal for investors saving for retirement, those already living off a pension and those wanting to protect their savings from the detrimental effects of inflation, thereby preserving purchasing power and earning a real return. All growth in the underlying investment is fully exempt from any tax on interest, rental income, dividends or capital gains.
FUND DETAILS- TAX FREE
- INCOME & GROWTH
- MEDIUM RISK
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FUND RETURN
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BENCHMARK RETURN
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OUTPERFORMANCE
Prudential Global Balanced Feeder Fund
Who Should Invest
This fund is ideal for investors seeking long-term capital growth from a diversified portfolio of global assets. The recommended investment horizon is 5 years or longer. Although the fund’s investment universe is global, units in the fund are priced in rands. Investors can therefore invest without having to personally expatriate rands.
FUND DETAILS- OFFSHORE
- MEDIUM RISK
- LONG-TERM GROWTH
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FUND RETURN
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BENCHMARK RETURN
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OUTPERFORMANCE
Prudential Global Inflation Plus Feeder Fund
Who Should Invest
This fund is ideal for investors seeking to preserve the real value of their capital, in US dollar terms, by investing in a diversified portfolio of global assets. The recommended investment horizon is 3 years or longer. Since units are priced in rands, investors can invest without having to expatriate rands.
FUND DETAILS- OFFSHORE
- INCOME & GROWTH
- MEDIUM RISK
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FUND RETURN
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BENCHMARK RETURN
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OUTPERFORMANCE
Prudential Global Bond Feeder Fund
Who Should Invest
This fund is ideal for investors seeking returns from a diversified portfolio of global debt and fixed income securities. The recommended investment horizon is 2 years (or longer when used as strategic exposure to the asset class). Although the fund’s investment universe is global, units are priced in rands. Investors can therefore invest without having to personally expatriate rands.
FUND DETAILS- OFFSHORE
- INCOME & GROWTH
- MEDIUM RISK
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FUND RETURN
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BENCHMARK RETURN
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OUTPERFORMANCE
Prudential Global Equity Feeder Fund
Who Should Invest
This fund is ideal for investors seeking long-term capital growth from a diversified portfolio of global equity securities. The recommended investment horizon is 7 years or longer. Although the fund’s investment universe is global, units are priced in rands. Investors can therefore invest without having to personally expatriate rands.
FUND DETAILS- OFFSHORE
- HIGH RISK
- LONG-TERM GROWTH
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FUND RETURN
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OUTPERFORMANCE
Prudential Income Fund
Who Should Invest
This fund is ideal for investors who are looking to maximise their income return over the short-to-medium term without assuming too much risk of capital loss. The recommended investment horizon is 1-2 years, or longer depending on income needs and risk profile.The Fund is managed to comply with regulations governing retirement fund investments (Regulation 28).
FUND DETAILS- INCOME
- LOW RISK
- SHORT TERM
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Prudential Money Market Fund
Who Should Invest
This fund is recommended for risk-adverse investors wanting a short-term investment with protection from equity and bond market-type volatility, who need an inexpensive safe haven to house funds while earning above-inflation returns. The recommended investment horizon is one to 12 months.
FUND DETAILS- INCOME
- LOW RISK
- SHORT TERM
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Prudential High Interest Fund
Who Should Invest
This fund is capped to new retail investment. This fund is ideal for investors requiring a higher yield than that from a money market or current account, without taking on unnecessary risk - capital stability and a high income yield are more important than long-term capital growth. The recommended investment time horizon is three to 12 months, but could be longer depending on the investor’s income needs and risk profile.
FUND DETAILS- INCOME
- LOW RISK
- SHORT TERM
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Prudential 2.5% Target Income Fund
Who Should Invest
This solution is ideal for income drawing investors who want to invest their post-retirement or discretionary savings in an all-in-one solution that aims to earn 2.5% income per year. Subject to this level of income return being achieved, investors will also want their capital to grow over time. Given the level of targeted income return, it’s likely that the real value of capital after targeted income drawdowns will grow over the long term.
FUND DETAILS- INCOME
- MEDIUM RISK
- MEDIUM TERM
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Prudential 5% Target Income Fund
Who Should Invest
This solution is ideal for income drawing investors who want to invest their post-retirement or discretionary savings in an all-in-one solution that aims to earn 5% income per year. Subject to this level of income return being achieved, investors will also want their capital to grow over time. Given the relatively high level of targeted income return, there’s an appreciable possibility that the real value of capital after targeted income drawdowns will not be maintained over the long term.
FUND DETAILS- INCOME
- MEDIUM RISK
- MEDIUM TERM
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Prudential 7% Target Income Fund
Who Should Invest
Income drawing investors who want to invest their post-retirement or discretionary savings in an all-in-one solution that aims to earn 7% income per year. Subject to this level of income return being achieved, investors will also want their capital to grow over time. Given the very high level of targeted income return, it is most likely that the real value of capital after targeted income drawdowns will be eroded over the long term.
FUND DETAILS- INCOME
- MEDIUM RISK
- MEDIUM TERM
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FUND RETURN
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OUTPERFORMANCE
Prudential 2.5% Target Income Fund
Who Should Invest
This solution is ideal for income drawing investors who want to invest their post-retirement or discretionary savings in an all-in-one solution that aims to earn 2.5% income per year. Subject to this level of income return being achieved, investors will also want their capital to grow over time. Given the level of targeted income return, it’s likely that the real value of capital after targeted income drawdowns will grow over the long term.
FUND DETAILS- INCOME
- MEDIUM RISK
- MEDIUM TERM
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FUND RETURN
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BENCHMARK RETURN
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OUTPERFORMANCE
Prudential 5% Target Income Fund
Who Should Invest
This solution is ideal for income drawing investors who want to invest their post-retirement or discretionary savings in an all-in-one solution that aims to earn 5% income per year. Subject to this level of income return being achieved, investors will also want their capital to grow over time. Given the relatively high level of targeted income return, there’s an appreciable possibility that the real value of capital after targeted income drawdowns will not be maintained over the long term.
FUND DETAILS- INCOME
- MEDIUM RISK
- MEDIUM TERM
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FUND RETURN
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BENCHMARK RETURN
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OUTPERFORMANCE
Prudential 7% Target Income Fund
Who Should Invest
Income drawing investors who want to invest their post-retirement or discretionary savings in an all-in-one solution that aims to earn 7% income per year. Subject to this level of income return being achieved, investors will also want their capital to grow over time. Given the very high level of targeted income return, it is most likely that the real value of capital after targeted income drawdowns will be eroded over the long term.
FUND DETAILS- INCOME
- MEDIUM RISK
- MEDIUM TERM
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OUTPERFORMANCE
Prudential Living Annuity: Self-Managed Option
Who Should Invest
This solution is ideal for investors who would like to select their own specific income requirement, ranging from 2.5%-17.5%, and build their own portfolio from underlying Prudential unit trusts.
FUND DETAILS- INCOME
- LONG TERM
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