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  •  Prudential Global Cautious Managed Fund of Funds (A)
  •   PRINT PAGE

-1.51  /  -0.64%

234.79

NAV on 2019/01/16
NAV on 2019/01/15 236.3
52 week high on 2018/09/05 271.41
52 week low on 2018/03/26 210.29
Total Expense Ratio on 2018/12/31 1.9
Total Expense Ratio (performance fee) on 2018/12/31 0
NAV Incl Dividends
1 month change -2.89% -2.89%
3 month change -4.87% -4.87%
6 month change 1.2% 1.2%
1 year change 3.34% 3.34%
5 year change 5.3% 5.3%
10 year change 4.92% 5.35%
Price data is updated once a day.
  • Sectoral allocations
Liquid Assets 0.25 0.23%
Offshore 107.98 99.77%
  • Top five holdings
PGIPFUND 81.50 75.3%
O-COREMSW 8.51 7.87%
ISHARESMEMERG 0.94 0.87%
VANEXUSREAL 0.53 0.49%
  • Performance against peers
  • Fund data  
Management company:
Prudential Portfolio Managers Unit Trusts Ltd.
Formation date:
2004/03/01
ISIN code:
ZAE000047999
Short name:
U-PRUGLOI
Risk:
Unknown
Sector:
Global--Multi Asset--Low Equity
Benchmark:
ASISA Global - Mult-Asset - Low Equity Category Mean
Contact details

Email
info@prudential.co.za

Website
http://www.prudential.co.za

Telephone
021-670-5100

  • Fund management  
Marc Beckenstrater
Marc is Chief Investment Officer at Prudential Investment Managers. With over 20 years’ experience in investment management, Marc joined Prudential in 1999 and until December 2009 was the Head of Equity. He is responsible for equity research decision-making and performance, and heads the balanced mandate asset allocation process. Marc is Portfolio Manager of Prudential’s Balanced Fund and co-Manager of the Dividend Maximiser, both of which have won Raging Bull and Morningstar Awards.
David Knee
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
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.


  • Fund manager's comment

Prudential Gbl Cautious Managed comment - Dec 15

2016/03/15 00:00:00
The Fund realised a total return of 6.4% for the month. The most notable contributors to the Fund’s performance were its holdings in the Fidelity US Dollar Cash Fund and M&G Short Dated Corporate Bond Fund.
This brings the one year return for the Fund to 27.6%.
  • Fund focus and objective  
The objective of the fund is to provide investors with steady long-term capital growth while minimising the risk of capital loss through active management.
This fund specifically appeals to those individuals who are looking for exposure to quality foreign assets, with a focus on capital preservation. The recommended investment horizon is 3 to 5 years.
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