Personal Investor - Our Funds
 

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. 

  • TAX FREE
  • MEDIUM TERM
  • LONG-TERM GROWTH

RISK PROFILE

Low 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

Albert Arntz & Duncan Schwulst

Inception date

01 April 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

Financial Adviser (if applicable) T Class: Maximum of 2.25%

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