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.

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Prudential Balanced Fund Fact Sheet

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

Alexander Forbes Global Large Manager Watch – Median

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 25 % offshore (this excludes Africa).
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Fund performance

Source: Profile Data

Fund managers

albert arntz

Albert Arntz

Cromwell Mashengete

Cromwell Mashengete

Marc Berkenstrater

Marc Berkenstrater

Other funds from Prudential

Prudential Inflation Plus Fund
Prudential Equity Fund
Prudential Dividend Maximiser Fund
Prudential Balanced Fund


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