- Investor need
- Income & Growth
- Benchmark
- Domestic - Asset Allocation - Predential Variable Equity Average
- Investment vehicle
- Unit Trust
- Maximum exposure to growth assets (equity exposure)
- 75% equities 25% property
- Risk rating
- Medium
- Time horizon
- Medium to long term
- Asset Class(es)
- South African equities, bonds and money market instruments
- Launch date
- Wednesday, March 01, 2006
- ASISA classification (where relevant)
- Domestic – Asset Allocation – Prudential Variable Equity
- Income distribution / payment
- Bi-annual (31 March, 30 September)
- Investment minimum
- Lump sum: R5 000
Monthly: R500
Ad hoc: R500
- Regulation 28
- Compliant
- Currency availability
- South African rand
- Portfolio Manager
- Francois van Wyk
- Status
- Open
- Liquidity
- Daily
- Initial fee
- 0.00%
- Maximum adviser initial fee
- 3.00% (excluding VAT)
- Annual management fee
- 1.25% (excluding VAT)
- Maximum adviser ongoing fee
- 1.00%
- Performance fee
- 0.00%
- Total Expense Ratio (TER) total
- 1.56% (inclusive VAT)
- TER date
- 31-Dec-11
Total Expense Ratio (TER) is a measure of the costs incurred within the fund. It is not an additional fee.
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