Personal Investor - Our Funds
 

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. All growth in the underlying investment is fully exempt from any tax on interest, rental income, dividends or capital gains. 

  • TAX FREE
  • INCOME & GROWTH
  • MEDIUM TERM

RISK PROFILE

Medium Risk

LATEST PRICE

-

  • FUND RETURN

  • BENCHMARK RETURN

  • OUTPERFORMANCE

Details

ASISA category

South African - Multi Asset - Low Equity

Benchmark

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

Fund managers

Michael Moyle & Albert Arntz

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): 0.80%

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