Personal Investor - Our Funds
 

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.

  • TAX FREE
  • INCOME & GROWTH
  • SHORT TERM

RISK PROFILE

Low-Medium Risk

LATEST PRICE

-

  • FUND RETURN

  • BENCHMARK RETURN

  • OUTPERFORMANCE

Details

ASISA category

South African - Multi Asset - Income

Benchmark

BEASSA ALBI -1-3 year Total Return Index

Regulation 28 Compliant

Yes

Fund managers

David Knee & Roshen Harry

Inception date

02 January 2015

Min Lump sum

Tax-Free Class (T): R10 000

Min Debit Order

Tax-Free Class (T): R1000

Prices

DATE UNIT PRICE

Fees

Initial Fees (excl. VAT):

No initial fees are charged

Annual Management fees (excl.VAT):

Tax-Free Class (T): 0.60%

Additional underlying foreign fund fees are dependent on the fund and are included in the TER

Financial Adviser Service Fee*

Tax-Free Class (T): 2.25% maximum initial fee

*Included in Prudential’s annual management fee above