WHO THIS IS APPROPRIATE FOR?


Investors seeking performance in excess of what is available in the money market or a typical income fund. The fund is not Regulation 28 compliant. 

INVESTMENT AND RETURN
OBJECTIVE


The Fund aims to return STeFi Call + 3% per annum through a full interest rate cycle by offering investors an enhanced income yield without undue risk on capital by maintaining constrained credit risk exposure.

RISK INDICATOR

Moderately Conservative

This portfolio typically has longer dated and complex credit exposures, resulting in some capital volatility and liquidity constraints to investors over the short term. It is managed in such a manner that the probability of capital losses over one-year periods is unlikely, and in a manner that would cater for client redemptions appropriately.

Expected Long Term Returns

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

Expected Capital Volatility / Risk of Short Term Capital Loss

Meet the Investment Team

Conway Williams

Conway
Williams

Head of Credit
Luzuko Nomjana

Luzuko
Nomjana

Portfolio Manager
Michelle Green

Michelle
Green

Credit Analyst
Sajjaad Ahmed

Sajjaad
Ahmed

Quantitative Analyst
Siphokuhle Zwane

Siphokuhle
Zwane

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 INCOME FUNDS

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 SA Income Provider Fund

Classification: South Africa - Multi Asset Income

Risk Factor Conservative

Fund Summary

  • Aims to return CPI + 3% per annum through a full interest rate cycle while providing stability by aiming never to lose capital over any rolling three-month period.
  • Provides stable real returns and maximises income via exposure to primarily the South African Money and Bond markets. No offshore exposure.
  • No or low effective equity exposure with high interest-rate yields and stable capital values.

Prescient Global Income Provider Feeder Fund

Classification: Global - Multi Asset - Income

Risk Factor Conservative

Fund Summary

  • A hedge against any rand depreciation while providing exposure to high-yielding offshore assets that are not available locally.
  • The Fund aims to generate a real return in US dollars and is benchmarked to the US inflation rate, converted to rands.
  • The Feeder Fund is invested in the Prescient Global Income Provider Fund.
  • This Fund is suitable to investors with a medium - to long - term investment horizon

Prescient Specialist Income Fund

Classification: South Africa - Multi Asset Income

Risk Factor Conservative

Fund Summary

  • Aims to return CPI+3% per annum through a full interest rate cycle while providing stability by aiming never to lose capital over any rolling three-month period.
  • Provides stable real returns and maximises income via exposure to primarily the South African Money and Bond markets.
  • No or low effective equity exposure with high interest-rate yields and stable capital values.
  • Suitable for Medical Schemes (complies with Regulation 30)

PRESCIENT GLOBAL

WE ARE A MULTINATIONAL BUSINESS.

South Africa

  • South Africa
  • China
  • Ireland

Enquiries

+27 21 700 3600

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