Pru­den­tial Eq­uity Fund

Finweek English Edition - - FUND FOCUS -

out­per­forms Alsi, af­ter fees

2 000

1 800

1 600

1 400

1 200

1 000





0 90

1 2 4 6 7 9 11 24 9 ’0 0 0 0 0 ’1 1 l’ r ’ ’ ’ l’

’’ r’ u ao vlr vl avu

ua o u M o J MN JM N J NJ

Pru­den­tial Eq­uity Fund (since in­cep­tion)

FTSE/JSE All Share In­dex

ASISA SA Gen­eral Eq­uity Cat­e­gory Av­er­age

*An­nu­alised re­turn, af­ter fees value to jus­tify the ad­di­tional cost of an ac­tive ap­proach. For us, South African listed prop­erty is just such a mar­ket. Con­se­quently, we of­fer the Pru­den­tial En­hanced SA Prop­erty Tracker Fund, which has a “smart beta” ap­proach, fur­ther en­hanced by ac­tive anal­y­sis and port­fo­lio man­age­ment.

There are also i nstances where we use for­eign ETFs in the global com­po­nent of some port­fo­lios in or­der to gain easy and cost-ef­fec­tive ex­po­sure to off­shore mar­kets like US eq­ui­ties in im­ple­ment­ing our ac­tive as­set al­lo­ca­tion strate­gies. We be­lieve there is a role for both pas­sive and ac­tive in­vest­ments in in­vestor port­fo­lios – both are valu­able tools in the wider in­vest­ment tool­box. The most im­por­tant con­sid­er­a­tion for an in­vestor is that the cho­sen so­lu­tions should de­liver what they prom­ise, so that the in­vestor can suc­cess­fully meet their goals.

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