Prudential Inflation Plus Fund
MANAGEMENT Fund Manager's Comment
David Knee, BSc(Eco), MSc(Eco), ASIP
David joined Prudential Portfolio Managers SA, as Head of Fixed Income in January 2009. Prior to Prudential, he was the senior fixed interest portfolio manager in the London office of M-G Investments. David worked at Prudential in South Africa in 1999 and 2000, and was responsible for establishing our current fixed interest process. Before joining M-G, David worked for Hill Samuel Asset Management as a fixed income fund manager, managing both life and pension funds for a variety of clients. David graduated from the London School of Economics with a BSc in Economics and from Birkbeck College with an MSc in Economics. He is an Associate of the Institute of Investment Management and Research.
Michael Moyle, MSc (Eng); MBA; CFA
Michael is Head of Real Return at Prudential Investment Managers, with 19 years experience. He is co-Portfolio Manager of four Prudential unit trust funds, and has won several Raging Bull - Morningstar Awards. Michael is primarily responsible for helping determine asset allocation in our multi-asset funds and institutional mandates.
Johny Lambridis, B Econ Sc, FFA
Johny, a qualified actuary, has worked in the In vestment industry since 1997. He joined Prudential in 2013 as Portfolio Manager and Equity Analyst, focusing on Insurance and Financial Services companies.
Duncan Schwulst, B.Bus.Sc., CA(SA), CFA
With eleven years experience, Duncan is co-manager of two other Prudential funds. He is also responsible for equity analysis of the listed property companies and credit analysis of property company debt issuers.
FUND OBJECTIVES AND FOCUS

The primary objective of this Fund 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. The Fund invests in an actively managed, diversified combination of domestic and international assets where the asset allocation is tactically managed. The intended maximum limits are Equity 40%, Listed Property 25%, Offshore 25%, plus additional 5% Africa (excl. SA). The Fund is managed to comply with regulations governing retirement fund investments (Regulation 28). Who should Invest? Individuals looking for a low-to medium-risk multi-asset fund. Individuals and retirees who want to protect their investment from the detrimental effects of inflation over time. The recommended investment horizon is 3 years or longer.


Click here to Download CSV
WEBGRAPH
RANKING
SectorSouth African-Multi Asset-Low Equity
SizeR37,784,491,335
Sector Rank: 15 out of 84
(lump sum over 3 years to 31 July 2017)
Overall Rank: 262 out of 818
(lump sum over 3 years to 31 July 2017)
R1000 invested on 31 July 2014 was worth R 1231 at 31 July 2017
( 7.17% annual compound return)
R100 per month since 31 July 2014 was worth R 3940 at 31 July 2017
( 5.79% annual return compounded monthly)
TECHNICAL OVERVIEW
Formation Date:01 JUN 2001 Holdings:55
Original Price:100 Pricing:Forward
Top Holdings on 31 July 2017
Share (Sector)No.Value% of Fund
ANGLO (Mining)1,756,998449,123,829 1.19 %
BATS (Tobacco)632,838529,916,808 1.40 %
NASPERS-N (Media)300,2261,036,079,926 2.74 %
DERIVATIVB (Derivatives)0321,387,391 0.85 %
NEPIROCK (Real Estate Investment - Services)4,831,5281,031,869,435 2.73 %
U-PRUCOB (Income)2,677,279,5752,657,467,706 7.03 %
PRWWRR (Equities)487,429,6836,509,825,132 17.23 %
R202 (Bond)842,856,6592,012,445,830 5.33 %
ASPEN (Pharmaceuticals - Biotechnology)1,034,451287,060,153 0.76 %
REMGRO (General Industrials)664,682156,864,952 0.42 %
CASH (Cash on call)0-86,404,853 -0.23 %
DATATEC (Software - Computer Services)2,190,741125,157,033 0.33 %
MTN GROUP (Mobile Telecommunications)3,831,539523,388,227 1.39 %
TOTAL R15,554,181,56941.17%

Send e-mail to
© 2018 SHARENET (PTY) Ltd, Cape Town, South Africa
Home     Terms & conditions    Privacy Policy
    Security Notice    Contact Details
Market Statistics are calculated by Sharenet and are therefore not the official JSE Market Statistics. The calculation/derivation may include underlying JSE data.