Balanced Plus Fund
Investment objective	Achieve long-term capital growth and moderate income generation
Fund mandate	Prudential based investment vehicle with an equity bias over the investment cycle Represents our 'best investment view' on asset allocation and instrument selection
Asset allocation	Moderate Max total equity exp: 75% Max international exp: 20%
Regulation 28	Complies
Benchmark	Composite benchmark (63% equity, 22% bonds, 10% international, 5% cash)
Return objective	Outperform the benchmark
Risk of monetary loss	Slight in periods greater than 5 years Moderate in periods between 12 and 60 months Higher in periods less than 1 year
Recommended term	5 years and longer
Target market	Investors requiring a moderate capital growth portfolio for balanced fund Investors seeking medium-term capital protection Investors building up long-term retirement capital
Fee structure (excl. VAT)	Initial fee: Coronation: 0.00% Annual management fee: Base fee: 1.25%
Income distribution	Bi-annually (March, September)
Investment minimum	R5 000 lump sum and/or R500 monthly debit order
Fund category	Domestic Asset Allocation Prudential Variable Equity
Launch date	15 April 1996
Portfolio manager	Karl Leinberger