The milestone is indicative of the growing investor demand for income-focused solutions that combine active management with the liquidity, transparency and efficiency of the ETF structure.

The AMETF offers investors access to a systematic approach designed to deliver consistent income across varying market conditions.

“Nearing R1.4 billion in assets is a strong vote of confidence from investors,” says Henk Kotze, Portfolio Manager at Prescient Investment Management. “It reflects the strength of a disciplined investment process that prioritises data, diversification and consistency over instinct and emotion — particularly important in an environment of ongoing interest rate and market volatility.”

Kotze notes that income strategies have continued to be increasingly popular as globally investors navigate uncertainty around geopolitics, inflation, rates and growth.

“What has driven the success of the Prescient Income Provider Feeder AMETF is its ability to adapt systematically while remaining true to its core objective: delivering reliable income with a surgical focus on risk. The ETF structure has also broadened access to this strategy, allowing a wider range of investors to benefit from an actively managed, income-focused solution,” he adds.

Actively Managed ETFs have become one of the fastest-growing segments of the local ETF universe, with more than 30 AMETFs now listed on the JSE. Their rise reflects a shift toward innovative fund structures that blend the benefits of active management with the operational efficiencies of passive-style vehicles.

The growth of the Prescient Income Provider Feeder AMETF further reinforces Prescient Investment Management’s position as a pioneer in systematic investing and a leader in the evolution of South Africa’s ETF market.

“This milestone is not just about scale,” Kotze concludes. “It’s about demonstrating that a well-designed, a systematic investment approach can deliver outcomes investors can rely on — even as markets change.”

Ends

Disclaimer:

Collective Investment Schemes in Securities (CIS) should be considered as medium-to-long-term investments. The value may go up as well as down and past performance is not necessarily a guide to future performance. CISs are traded at the ruling price and can engage in scrip lending and borrowing. A schedule of fees, charges and maximum commissions is available on request from the Manager. There is no guarantee in respect of capital or returns in a portfolio. A CIS may be closed to new investors in order for it to be managed more efficiently in accordance with its mandate. A Feeder Fund is a portfolio that invests in a single portfolio of a collective investment scheme which levies its own charges, and which could result in a higher fee structure for the feeder fund. Exchange traded funds are listed on an exchange and may incur additional costs. Exchange Traded Funds vs Unit Trusts: Whilst both unit trusts and ETFs are regulated and registered under the Collective Investment Schemes Control Act, ETFs trade on stock exchanges just like any other listed, tradable security. Unlike a unit trust, which can be bought or sold only at the end of the trading day, an ETF can be traded intraday, during exchange trading hours.  Prescient Management Company (RF) (Pty) Ltd is registered and approved under the Collective Investment Schemes Control Act (No.45 of 2002). Prescient is a member of the Association for Savings and Investments South Africa.

Please note there are risks involved in buying or selling a financial product, and past performance of a financial product is not necessarily a guide to future performance. The value of financial products can increase as well as decrease over time, depending on the value of the underlying securities and market conditions. There is no guarantee in respect of capital or returns in a portfolio.

Where a current yield has been included for Funds that derive its income primarily from interest bearing income, the yield is a weighted average yield of all underlying interest-bearing instruments as at the last day of the month. This yield is subject to change as market rates and underlying investments change.

This document is for information purposes only and does not constitute or form part of any offer to issue or sell or any solicitation of any offer to subscribe for or purchase any particular investments. Opinions expressed in this document may be changed without notice at any time after publication. We therefore disclaim any liability for any loss, liability, damage (whether direct or consequential) or expense of any nature whatsoever which may be suffered as a result of or which may be attributable directly or indirectly to the use of or reliance upon the information. For more information visit www.prescient.co.za