WHO THIS IS APPROPRIATE FOR?


Investors seeking significant real returns over the long-term but who are cost conscious. The Fund is suitable for investors with a medium- to long-term investment horizon and is Regulation 28 compliant.

INVESTMENT AND RETURN
OBJECTIVE


The Fund aims to achieve significant real returns over the long term and to outperform the ASISA category average of the South African - Multi-Asset - High Equity funds over a full market cycle by maintaining meaningful exposure to growth assets like equities. 

 

RISK INDICATOR

Moderately Aggressive

These portfolios typically exhibit more volatility and potential for capital losses due to higher exposure to equities and exposure to offshore markets where currency fluctuations may result in capital losses. These portfolios typically target returns in the region of 5% - 6% above inflation over the long-term.

Expected Long Term Returns

  • Conservative
  • Moderately Conservative
  • Moderate
  • Moderately Aggressive
  • Aggressive

Expected Capital Volatility / Risk of Short Term Capital Loss

Meet the Investment Team

Rupert Hare

Rupert
Hare

Head of Multi-Asset
Martin Hammond

Martin
Hammond

Portfolio Manager
Nabeel Kolia

Nabeel
Kolia

Portfolio Manager
Shriya Roy

Shriya
Roy

Quantitative Analyst
Zubeida Patel

Zubeida
Patel

Quantitative Analyst
Kelly Vlug

Kelly
Vlug

Quantitative Analyst
Noeriniche Appels

Noeriniche
Appels

Quantitative Analyst
Bastian Teichgreeber

Bastian
Teichgreeber

Chief Investment Officer

THE RETAIL SALES TEAM

Murray Anderson

Murray
Anderson

+27 83 676 5284 Email Me Head of Retail
Kirsty Jacobs

Kirsty
Jacobs

+27 82 676 9526 Email Me Johannesburg
Dawie Carstens

Dawie
Carstens

+27 82 373 7847 Email Me Western Cape
Chris Labuschagne

Chris
Labuschagne

+27 82 766 2677 Email Me Pretoria, Limpopo, Mpumalanga
Emma Potts

Emma
Potts

+27 82 660 7544 Email Me Kwa-Zulu Natal
Divan Herholdt

Divan
Herholdt

+27 82 887 2997 Email Me Eastern Cape, Southern Cape, Outlying Western Cape
Jaco Rossouw

Jaco
Rossouw

+27 72 720 0279 Email Me North West, Northern Cape, Free State, East, South and West Rands Johannesburg

ADDITIONAL MONEY MARKET FUNDS

Prescient Defensive Fund

Classification: South Africa – Multi Asset – Low Equity

Risk Factor Moderately Conservative

Fund Summary

  • Aims to generate CPI + 4% after fees and outperform the ASISA average of the South African - Multi-Asset - Low Equity funds through the cycle.
  • Up to 40% equity exposure and stable and attractive income yield from South African interest-bearing markets.
  • This Fund is suitable to investors with a medium term investment horizon
  • Regulation 28 compliant

Prescient Positive Return QuantPlus Fund

Classification: Multi-asset income

Risk Factor Moderately Conservative

Fund Summary

  • Aims to outperform CPI + 4% through the cycle while protecting capital over rolling 12-month periods.
  • Up to 60% equity exposure and stable and attractive income yield from South African interest-bearing markets.
  • This Fund is suitable to investors with a medium - to long - term investment horizon
  • Regulation 28 compliant

Prescient Global Balanced Feeder Fund

Classification: Global - Multi Asset - High Equity

Risk Factor Moderately Aggressive

Fund Summary

  • Aims to achieve long-term capital growth of US CPI + 5% with diversified exposure to offshore growth assets like equities, with returns converted to Rands.
  • This Fund is suitable to investors with a medium- to long- term investment horizon

Prescient China Balanced Feeder Fund

Classification: Worldwide - Multi-Asset - Flexible

Risk Factor Aggressive

Fund Summary

  • Aims to generate real returns and capital growth to outperform Chinese inflation by 3% over the long-term.
  • Diversification benefits of exposure to China with an investment in Rands.
  • Returns can be volatile, so a long-term horizon is essential.

PRESCIENT GLOBAL

WE ARE A MULTINATIONAL BUSINESS.

South Africa

  • South Africa
  • China
  • Ireland

Enquiries

+27 21 700 3600

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