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The fund is Regulation 28 compliant, making it suitable for building up long-term retirement capital. FACT SHEET/MINIMUM DISCLOSURE DOCUMENT PRUDENTIAL BALANCED FUND 30 JUNE 2020 0860 105 775 Application forms DISCLAIMER Prudential Portfolio Managers Unit Trusts Ltd (Registration number: 1999/0524/06) is an approved CISCA management company (#29). These funds will charge an additional asset management fee which is included in the Fund's NAV and the Fund's TER. 0000027065 00000 n
Sasfin BCI Balanced Fund. 0000050054 00000 n
Prudential Balanced Fund Sources: Prudential & Morningstar. Investment Options. 0000002883 00000 n
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CALCULATOR Invest Now. Tel: 0860 223 390 Fax: (021) 947-9864.
Sasfin BCI Prudential Fund. 0000001626 00000 n
ASISA South African – Multi-Asset – High Equity Category Average
We have placed cookies on your device to help improve your web experience.Additional underlying foreign fund fees are dependent on the fundThis funds 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 actively managed in the short term.This fund uses an active global asset allocation strategy and superior stock selection through a long-term valuation-based approach to beat its benchmark, with controlled risk exposure.
SA): 5%Prudential Investment Managers South Africa (Pty) Ltd is a licensed financial services provider. Institutional Fund Factsheets. We have placed cookies on your device to help improve your web experience.This medium-risk fund is ideal for investors who want steady long-term growth of their capital and income from a diverse portfolio of actively managed South African and global assets.
The fund is Regulation 28 compliant, making it suitable for building up long-term retirement capital.
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Broker Funds; Sanlam - cumulus-echo-retire-unit-trust; Sanlam Cumulus Investments (Recurring Payment) Sanlam - cumulus-invest-unit-trust; Fund Fact Sheet Centre. 0000018458 00000 n
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The recommended investment horizon is five years or longer. 0000010803 00000 n
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Call Centre: 0860 SANLAM / 0860 726526 General Enquiries: +27 (0)21 947 9111 The intended maximum limits are: Equity: 75%; Listed Property: 25%; Foreign: 30%; Africa (excl. Under the Sanlam Umbrella Fund employers can choose between a number of suitable investment options.
Simply select the relevant fund, type the number of units you own into the field provided and click the calculate button to calculate the value of your units.
The Prudential Assurance Company is a direct subsidiary of M&G plc, a company incorporated in the United Kingdom. The Sasfin BCI Prudential Fund is a multi-asset class managed portfolio seeking to deliver long term capital growth and income normally associated with the investment structure of a moderate to high risk profile investor. in England 2354894)).
This medium-risk fund is ideal for investors who want steady long-term growth of their capital and income from a diverse portfolio of actively managed South African and global assets, with all growth in the underlying investment fully exempt from any tax on interest, rental income, dividends or capital gains.