Prudential Inflation Plus Fund
 

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.

  • TAX FREE
  • INCOME & GROWTH
  • MEDIUM TERM

RISK PROFILE

Low-Medium Risk

LATEST PRICE

-

  • FUND RETURN

  • BENCHMARK RETURN

  • OUTPERFORMANCE

Details

ASISA Category

South African - Multi Asset - Low Equity

Benchmark

CPI +5% p.a (rolling 3-year period)

Regulation 28 Compliant

Yes

Fund Managers

Michael Moyle, David Knee, Duncan Schwulst and Johny Lambridis

Inception Date

01 June 2001

Min Lump Sum

Investor Class (A): R20 000
Tax-Free Class (T): R10 000

Min Debit Order

Investor Class (A): R1000 pm
Tax-Free Class (T): R1000 pm

Income Declaration

Distributed bi-annually

Awards

Raging Bull and Morningstar/ Standard & Poor's

Prices

DATE UNIT PRICE

Fees

Initial Fees (excl. VAT):

No initial fees charged

Annual Management Fees (excl.VAT):

Investor Class (A): 1.25%
Tax-Free Class (T): 0.80% 


Financial Adviser Service Fee*

Investor Class (A): 0.50%
Tax-Free Class (T): 0.00%

* Included in Prudential's annual management fee above