Prudential Enhanced SA Property Tracker Fund - Funds - Prudential
 

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.

  • TAX FREE
  • MEDIUM TERM
  • LONG-TERM GROWTH

RISK PROFILE

Medium-High Risk

LATEST PRICE

-

  • FUND RETURN

  • BENCHMARK RETURN

  • OUTPERFORMANCE

Details

ASISA Category

South African - Real Estate - General

Benchmark

FTSE/JSE South African Listed Property Index (J253)

Fund managers

Duncan Schwulst

Inception Date

02 December 2005

Min Lump Sum

Investor Class (A): R50 000
Tax-Free Class (T): R10 000

Min Debit Order

Investor Class (A): R2000 pm
Tax-Free Class (T): R1000 pm

Income Declaration

Distributed quarterly

Awards

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): 0.65%
Tax-Free Class (T): 0.60%

Financial Adviser Service Fee*

Investor Class (A): 0.15%
Tax-Free Class (T): 0.00%

* Included in Prudential’s annual management fee above