The range of Kruger funds are:
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Classification:
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Domestic – Asset Allocation
Prudential – Low Equity
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Risk rating:
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Conservative
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Objective:
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The fund aims to achieve
stable income and capital
growth by investing in a
balanced and diversified
portfolio of collective
investments, which in turn
invest in sectors or shares
with sound growth potential.
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|
Investor profile:
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This prudential fund (in
terms of Regulation 28) is
ideal for cautious investors
who are saving for retirement
as well as investors who want
to earn a real return.
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Volatility:
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The fund provides manager
diversification, so
volatility should be lower
than that of single-manager
portfolios with similar
mandates.
|
|
Benchmark:
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CPI + 3%, over a rolling 3
year period.
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Fact sheet:
|
Click for latest fact
sheet.
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Classification:
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Domestic – Asset Allocation
Prudential – Medium Equity
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Risk rating:
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Moderate
|
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Objective:
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To achieve stable income and
capital growth, this fund
invests in a balanced and
diversified portfolio of
collective investments, which
in turn invest in sectors or
shares with sound growth
potential.
|
|
Investor profile:
|
This prudential fund (in
terms of Regulation 28) is
suited to moderate-risk
investors who want to save
for retirement, as well as
other investors seeking real
returns.
|
|
Volatility:
|
The fund provides manager
diversification, so
volatility should be lower
than that of single-manager
portfolios with similar
mandates.
|
|
Benchmark:
|
CPI + 5% over a rolling 3 to
5 year periods
|
|
Fact sheet:
|
Click for latest fact
sheet.
|
|
Classification:
|
Domestic – Asset Allocation –
Flexible
|
|
Risk rating:
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Aggressive
|
|
Objective:
|
The fund invests in a
balanced and diversified
portfolio of collective
investments, which in turn
invest in sectors or shares
with sound growth potential,
to achieve stable income and
capital growth.
|
|
Investor profile:
|
This fund is ideally suited
to any investor wanting to
earn a real return.
|
|
Volatility:
|
The fund provides manager
diversification, so
volatility should be lower
than that of single-manager
portfolios with similar
mandates.
|
|
Benchmark:
|
CPI + 7%, over a rolling 5+
year period.
|
|
Fact sheet:
|
Click for latest fact
sheet.
|
|
Classification:
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Foreign – Asset Allocation –
Flexible
|
|
Risk rating:
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Moderate to aggressive
|
|
Objective:
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The fund aims to provide
long-term capital growth in
US Dollar terms through
investment in a diversified
portfolio comprising cash,
fixed income, property and
equities.
|
|
Investor profile:
|
The fund is ideal for
investors with a moderate to
high risk profile.
|
|
Benchmark:
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50% MSCI World Index and 50%
JP Morgan Global Government
Bond Index.
|
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Fact sheet:
|
Click for latest fact
sheet.
|