Personal Investor - Tools
 

Fund Selector

Select your risk level and your investment horizon to find suitable funds.

Choose your risk level

Choose your investment term (Years)

 

Suggested Fund

Prudential Balanced Fund

This medium-risk fund aims to provide steady long-term capital and income growth by investing across the full range of diversified international and local assets.

Goals

Income

Car

Home

Retirement

Rainy day

Holiday

Capital growth

Education

 

Suggested Fund

Prudential Dividend Maximiser Fund

This high-risk fund aims to provide a dividend yield higher than the equity market, while growing capital and dividends in line with the equity market.

Goals

Rainy day

Capital growth

Education

 

Suggested Fund

Prudential Enhanced SA Property Tracker Fund

This medium- to high-risk fund aims to provide long-term capital growth by producing total returns above the SA Listed Property Index , at a lower cost.

Goals

Income

Car

Home

Rainy day

Retirement (only longer than 10 years)

 

Suggested Fund

Prudential Equity Fund

This high-risk fund aims to provide long-term capital growth through broad-based exposure to shares that offer value and medium- to long-term capital growth.

Goals

Rainy day

Retirement (only longer than 10 years)

 

Suggested Fund

Prudential Inflation Plus Fund

This low- to medium-risk fund aims to beat inflation by 5% per year over rolling three-year periods, while also reducing the risk of capital loss.

Goals

Income

Home

Retirement

Education

 

Suggested Fund

Prudential Enhanced Income Fund

This low- to medium-risk fund aims to provide higher returns than short-term bonds plus moderate capital growth, while protecting capital and reducing volatility over the medium term.

Goals

Income

Car

Home

Rainy day

Holiday

 

Suggested Fund

Prudential High Yield Bond Fund

This low- to medium-risk fund aims to maximise income while achieving steady capital growth.

Goals

Income

Car

Home

Rainy day

 

Suggested Fund

Prudential Global Balanced Feeder Fund

This fund is ideal for investors seeking long-term capital growth from a diversified portfolio of global assets.

Goals

Go offshore

 

Suggested Fund

Prudential Global Equity Feeder Fund

This high-risk fund aims to provide medium- to long-term capital appreciation by investing across a suite of international equity unit trust funds that are managed with a value-style bias.

Goals

Go offshore

Rainy day

Retirement (only longer than 10 years)

 

Suggested Fund

Prudential Global Inflation Plus Feeder Fund

This low- to medium-risk fund aims to provide investors with steady long-term capital growth while minimising the risk of capital loss through active management.

Goals

Go offshore

 

Suggested Fund

Prudential Inflation Plus Fund

This low- to medium-risk fund aims to beat inflation by 5% per year over rolling three-year periods, while also reducing the risk of capital loss.

Goals

Income

Car

Retirement

Rainy day

 

Suggested Fund

Prudential Global Bond Feeder Fund

This low- to medium-risk fund aims to maximise total return while generating a relatively high yield when compared to global bond markets.

Goals

Income

Go offshore

 

Suggested Fund

Prudential Income Fund

This low-risk fund aims to provide a higher income than money market and current account yields, while providing maximum capital stability and a high degree of liquidity.

Goals

Income

Car

Home

Rainy day

Holiday

 

Suggested Fund

Prudential Money Market Fund

This low-risk fund aims to provide income above short-term bank deposit rates while preserving capital and liquidity.

Goals

Parking vehicle

 

Suggested Fund

Prudential High Interest Fund

This low-risk fund aims to provide a higher income than money market and current account yields, while providing maximum capital stability and a high degree of liquidity.

Goals

Income

Car

Home

 

Suggested Fund

Prudential Global Inflation Plus Fund

A low/medium-risk fund that aims to beat inflation by 5% a year over rolling three-year periods, while also reducing the risk of capital loss.

Goals

 
  • This fund finder does not take account of your financial affordability or personal needs. For advice regarding the funds that would best suit you, please speak to a Financial Adviser.