WHO THIS IS APPROPRIATE FOR?


Investors seeking a liquid, low-risk money market offering, with enhanced after-tax yields.

INVESTMENT AND RETURN
OBJECTIVE


The Fund aims to deliver returns that exceed the after-tax returns of money market Funds. It is managed conservatively, and it aims to maintain capital stability and liquidity

RISK INDICATOR

Conservative

Although this portfolio holds dividend-paying equities it has no effective equity exposure as the market risk of the equities is fully protected by South African Banks and/or Life Assurance Companies, that at the time of investment holds a minimum national scale rating of at least A. This results in stable capital values. The portfolio offers an attractive and stable income yield after tax.

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
Chanté  Burger

Chanté
Burger

Portfolio Manager
Jabulani Ngobese

Jabulani
Ngobese

Portfolio Manager
Ishma-eel Allie

Ishma-eel
Allie

Portfolio Manager
Noxolo Sicuku

Noxolo
Sicuku

Implementation Specialist
Michael Temple

Michael
Temple

Quantitative Analyst
Lauren Naidoo

Lauren
Naidoo

Implementation Specialist & Quantitative Analyst
Snothando Ntshembeni

Snothando
Ntshembeni

Quantitative Analyst
Kelli Frew

Kelli
Frew

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
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
Sitembele Mandondo

Sitembele
Mandondo

+27 82 254 9666 Email Me Johannesburg
Lieska Speyers

Lieska
Speyers

+27 79 333 3046 Email Me Pretoria
Jurika Steenkamp

Jurika
Steenkamp

+27 07 486 9217 Email Me Pretoria

ADDITIONAL MONEY MARKET FUNDS

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 Yield Quantplus® Fund

Classification: South African - Interest Bearing - Short Term

Risk Factor Conservative

Fund Summary

  • Target returns in excess of Money Market.
  • Strong capital preservation and downside risk measures followed.
  • The Fund is structured to not under perform Money Market over any rolling 3 Month period.
  • This Fund is suitable to investors with a medium- to long-term horizon.
  • Regulation 28 compliant.

Prescient Corporate Money Market Fund

Classification: South Africa - Interest Bearing - Money Market

Risk Factor Conservative

Fund Summary

  • Liquid, low risk money market offering, with enhanced yields.
  • Maintain capital stability and liquidity.
  • This Fund is suitable to investors with a short term investment horizon.
  • This Fund is externally rated and has a AA+ rating.
  • 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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