WHO THIS IS APPROPRIATE FOR?


Investors looking for systematic exposure to the bond market, where alpha is generated from uncorrelated sources. This Fund is Reg. 28 complaint.

INVESTMENT AND RETURN
OBJECTIVE


The Fund aims to deliver attractive, risk-managed returns through exposure to the South African bond market, while outperforming the All-Bond Index (ALBI).

RISK INDICATOR

Moderately Conservative

These portfolios aim to minimise benchmark relative risk. While there may be occasional capital volatility, it is expected to align with the fluctuations experienced by the benchmark. These portfolios are managed in such a manner that the probability of capital losses over one year periods is unlikely. These portfolios typically target returns in the region of 3% - 4% 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

Reza Ismail

Reza
Ismail

Head of Bonds
Vishal Rama

Vishal
Rama

Quantitative Analyst
Ruan Yacumakis

Ruan
Yacumakis

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
Sitembele Mandondo

Sitembele
Mandondo

+27 82 254 9666 Email Me Johannesburg

ADDITIONAL FUNDS

Prescient Flexible Bond Fund

Classification: South Africa - Interest Bearing - Variable Rate

Risk Factor Moderately Conservative

Fund Summary

  • Aims to generate returns above the JSE BEASSA All Bond Index over time with active bond management combined with strategies to reduce risk.
  • Exposure to bonds.
  • This Fund is suitable to investors with a medium- to long- term investment horizon
  • Regulation 28 compliant.

Prescient Money Market Fund

Classification: South African - Interest Bearing - Money Market

Risk Factor Conservative

Fund Summary

  • Liquid, low risk money market offering, with enhanced yields
  • Maintain capital stability and liquidity
  • Regulation 28 compliant
  • This Fund is suitable to investors with a short- to medium-term investment horizon

Prescient Income Provider Fund

Classification: South African - Multi Asset - Income

Risk Factor Conservative

Fund Summary

  • Stable real returns, aiming to maximise income via exposure to primarily South African money and bond markets, but offers offshore exposure.
  • Aims to return CPI + 3% per annum and never to lose capital over any rolling three-month period.
  • This Fund is suitable to investors with a short- to medium-term investment horizon
  • Regulation 28 compliant

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 GLOBAL

WE ARE A MULTINATIONAL BUSINESS.

South Africa

  • South Africa
  • China
  • Ireland

Enquiries

+27 21 700 3600

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