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Prudential Balanced Fund

Code: PRUA

Overview of Prudential Balanced Fund

The Prudential Balanced Fund is a moderate risk fund which aims to achieve steady long term capital and income growth by investing in a diversified portfolio of both domestic and offshore investments. The Prudential Balanced Fund carries out its investment strategy and seeks to outperform its benchmark by controlling its risk exposure and tactically managing its investments through active asset allocation.

Fund performance

Source: Profile Data

Downloads

Suitable for investors who...

  • Are saving for retirement
  • Have a time horizon longer than three years
  • Want to add value to their investment portfolio through controlled risk exposure

Benchmark

ASISA South African - Multi-Asset - High Equity Category Average

Strategy of Prudential Balanced Fund

The Prudential Balanced Fund is suitable for retirement annuities as it confirms to the regulations governing these funds. The fund cannot invest more than 75% in equities, 25% in listed property and 30 % offshore (this excludes Africa).

Fund managers

David Knee

Johny Lambridis

Michael Moyle

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Does your money work for you?

Calculate your optimal investment needs

Calculate my income in retirement
Calculate how much to save for retirement
How old are you?
How old are you?
What is your life expectancy?
What monthly income (pre-tax) do you currently require?
What is the total of your current retirement savings?
How old are you?
At what age do you want to retire?
What is your current monthly income?
What percentage of your current income will you require at retirement?
How much have you already saved for retirement?
How much can you contribute per month?
By how much can you increase your monthly contributions per year?