Personal Investor - Our Funds
 

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).

  • INCOME
  • LOW RISK
  • SHORT TERM

DOWNLOADS

RISK PROFILE

Low Risk

LATEST PRICE

-

  • FUND RETURN

  • BENCHMARK RETURN

  • OUTPERFORMANCE

Details

ASISA Category

South African - Interest Bearing- Short Term

Benchmark

STeFI Composite Index measured over a rolling 12-month period

Regulation 28 Compliant

Yes

Fund Managers

Roshen Harry and Sandile Malinga

Inception Date

6 December 2016

Min Lump Sum

Investor Class (A): R20 000

Min Debit Order

Investor Class (A): R1000 pm

Income Declaration

Accrued daily, distributed monthly

Prices

DATE UNIT PRICE

Fees

Initial Fees (excl. VAT):

No initial fees are charged

Annual Management fees (excl.VAT):

Investor Class (A): 0.50%

Financial Adviser Service Fee

No Financial Adviser fee is charged