Our Investments
We’ve queried our database of tax-free investments and selected ones that match your risk level and time horizon. So using the inputs you gave us on the previous page, we’ve queried our database for products that fit.
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Click the i next to each investment for more information about it. You can also click on the “contact me” links to have subscribing investment providers contact you.
Prudential Inflation Plus Fund (Tax-Free)
This actively managed fund invests in inflation-linked bonds, other interest-bearing securities and equities in order to produce returns above inflation.
The primary objective is to outperform CPI by 5% (before fees) over a rolling 3-year period. The secondary objective is to reduce the risk of capital loss over any rolling 12-month period.
It is suitable for individuals looking for a low-to medium-risk multi-asset fund.
Return Period Years | Return Percentage | Benchmark Percentage |
---|---|---|
1 Year | 9.80% | 11.20% |
Prudential Enhanced SA Property Tracker Fund (Tax-Free)
The fund aims to provide total returns (after fees) above the SA Listed Property Index and long-term capital growth, at a lower cost. The fund invests in South African listed property instruments and liquid assets using a value approach.
It is targeted at individuals with a medium-to-high risk tolerance requiring medium-to long-term capital and income growth through efficient and cost effective exposure to the Listed Property sector in South Africa.
Return Period Years | Return Percentage | Benchmark Percentage |
---|---|---|
1 Year | 11.50% | 9.40% |
Prudential Dividend Maximiser Fund (Tax-Free)
The fund is managed with an aggressive value approach. It invests in South African- and global-listed companies that pay high and sustainable dividends, while secondarily selecting “value” shares that offer the greatest value relative to their sector and taking account of appropriate levels of risk.
The fund is suitable for investors with a medium-to-high risk tolerance, looking for a combination of high dividend yield and capital appreciation with an aggressive tilt towards value-type shares.
Return Period Years | Return Percentage | Benchmark Percentage |
---|---|---|
1 Year | 5.70% | 2.40% |
Prudential Balanced Fund (Tax-Free)
The fund aims to achieve steady long-term growth of capital and income by investing in a diversified combination of domestic and international assets, where the asset allocation is tactically managed.
It is a suitable fund for retirement provision and for those individuals looking to tilt their portfolio to value with controlled risk exposure.
Return Period Years | Return Percentage | Benchmark Percentage |
---|---|---|
1 Year | 8.20% | 6.90% |
Prudential Enhanced Income (Tax-Free)
This fund is actively managed to protect capital and reduce volatility, investing in a flexible mix of high-yielding securities across cash, bonds, equities, listed property and offshore assets.
Return Period Years | Return Percentage | Benchmark Percentage |
---|---|---|
1 Year | 5.90% | 5.70% |