WHO THIS IS APPROPRIATE FOR?


Investors with a long-term investment horizon who seek significant real returns and value the diversification benefits that an allocation to China can bring to a global portfolio even though the returns of the China Balanced Fund can quite volatile in itself. The Fund is rand-denominated.

INVESTMENT AND RETURN
OBJECTIVE


The Fund aims to generate capital growth and to outperform Chinese inflation by 3% over the long-term. Returns can be volatile.

RISK INDICATOR

Aggressive

These portfolios typically hold meaningful equity and/or offshore exposure which may result in significant capital volatility over all periods. Due to their nature expected long-term returns are higher than for the other categories.

Expected Long Term Returns

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

Expected Capital Volatility / Risk of Short Term Capital Loss

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 MULTI-ASSET 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 Balanced Fund

Classification: South African - Multi-Asset - High Equity

Risk Factor Moderately Aggressive

Fund Summary

  • Aims to generate CPI + 6% after fees and outperform the ASISA average of the South African - Multi-Asset - High Equity funds through the cycle.
  • Maintains meaningful exposure to equities of up to 75%.
  • This Fund is suitable to investors with a medium- to long- 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 GLOBAL

WE ARE A MULTINATIONAL BUSINESS.

South Africa

  • South Africa
  • China
  • Ireland

Enquiries

+27 21 700 3600

Please enter to search or esc to cancel

SUGGESTED TERMS

  • Investor Application
  • Stockbroker
  • Factsheet
  • Retirement Fund Solutions