WHO THIS IS APPROPRIATE FOR?


Investors seeking stable real returns and aiming to maximise income via exposure to primarily the South African Money and Bond markets. This Fund is suitable for investors with a short- to medium-term investment horizon and is Regulation 28 compliant.

INVESTMENT AND RETURN
OBJECTIVE


The Fund 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.

RISK INDICATOR

Conservative

These portfolios typically have no or low equity exposure, resulting in higher interest yields and stable capital values with the probability of capital losses over the shorter term (3 months) highly unlikely. These portfolios typically target returns in the region of 1% – 3% above inflation before tax 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

Henk Kotze

Henk
Kotze

Head of Cash & Income
Michelle van der Berg

Michelle
van der Berg

Portfolio Manager & Analyst
Jabulani Ngobese

Jabulani
Ngobese

Portfolio Manager & Analyst
Ishma-eel Allie

Ishma-eel
Allie

Money Market Dealer
Farisani Mulaudzi

Farisani
Mulaudzi

Quantitative Analyst
Noxolo Sicuku

Noxolo
Sicuku

Implementation Specialist
Hannah de Nobrega

Hannah
de Nobrega

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 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 Income Plus Fund

Classification: South African - Multi-Asset - Income

Risk Factor Moderately Conservative

Fund Summary

  • Aims to outperform cash and typical income funds (STeFi Call + 3% per annum through a full interest rate cycle) with enhanced income yield while maintaining constrained credit risk exposure to avoid undue capital preservation risk.
  • Introduces high diversification across high-yielding assets and high-quality liquid assets.
  • Potential investors should have a marginally high tolerance for risk for the higher expected income yields.
  • This Fund is suitable to investors with a medium - to long - term investment horizon

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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