WHO THIS IS APPROPRIATE FOR?


Investors seeking capital growth and a hedge against Rand depreciation by having exposure to a diversified mix of offshore assets. The Fund is suitable for investors with a medium- to long-term investment horizon who wishes to invest in a rand denominated fund.

INVESTMENT AND RETURN
OBJECTIVE


The Fund aims to achieve long-term capital growth appreciation over a full market cycle by maintaining meaningful exposure to growth assets like equities, with returns converted to rands.

RISK INDICATOR

Moderately Aggressive

These portfolios typically exhibit more volatility and potential for capital losses due to higher exposure to equities and exposure to offshore markets where currency fluctuations may result in capital losses. These portfolios typically target returns in the region of 5% - 6% 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

Rupert Hare

Rupert
Hare

Head of Multi-Asset
Martin Hammond

Martin
Hammond

Portfolio Manager
Nabeel Kolia

Nabeel
Kolia

Portfolio Manager
Shriya Roy

Shriya
Roy

Quantitative Analyst
Zubeida Patel

Zubeida
Patel

Quantitative Analyst
Kelly Vlug

Kelly
Vlug

Quantitative Analyst
Noeriniche Appels

Noeriniche
Appels

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 MULTI-ASSET FUNDS

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 Balanced Fund

Classification: South African - Multi-Asset - High Equity

Risk Factor Moderately Aggressive

Fund Summary

  • Aims to generate CPI + 6% after fees and outperform the ASISA average of the South African - Multi-Asset - High Equity funds through the cycle.
  • Maintains meaningful exposure to equities of up to 75%.
  • This Fund is suitable to investors with a medium- to long- term investment horizon
  • Regulation 28 compliant.

Prescient Positive Return QuantPlus Fund

Classification: Multi-asset income

Risk Factor Moderately Conservative

Fund Summary

  • Aims to outperform CPI + 4% through the cycle while protecting capital over rolling 12-month periods.
  • Up to 60% equity exposure and stable and attractive income yield from South African interest-bearing markets.
  • This Fund is suitable to investors with a medium - to long - term investment horizon
  • Regulation 28 compliant

Prescient China Balanced Feeder Fund

Classification: Worldwide - Multi-Asset - Flexible

Risk Factor Aggressive

Fund Summary

  • Aims to generate real returns and capital growth to outperform Chinese inflation by 3% over the long-term.
  • Diversification benefits of exposure to China with an investment in Rands.
  • Returns can be volatile, so a long-term horizon is essential.

PRESCIENT GLOBAL

WE ARE A MULTINATIONAL BUSINESS.

South Africa

  • South Africa
  • China
  • Ireland

Enquiries

+27 21 700 3600

Please enter to search or esc to cancel

SUGGESTED TERMS

  • Investor Application
  • Stockbroker
  • Factsheet
  • Retirement Fund Solutions