WHO THIS IS APPROPRIATE FOR?


Investors seeking real returns above cash through the market cycle (typically 7 year periods) but also require capital preservation and downside protection over the shorter term (typically 1 year periods). This Fund is suitable for investors with a medium- to long-term investment horizon and is Regulation 28 compliant.

INVESTMENT AND RETURN
OBJECTIVE


The Fund aims to outperform CPI + 4% per annum over the medium-term by generating consistent positive returns while protecting capital over rolling 12-month periods.

RISK INDICATOR

Moderately Conservative

These portfolios typically have moderate equity exposure or in the case of bond funds, longer duration bond exposure, resulting in some capital volatility over the shorter-term. They 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

Rupert Hare

Rupert
Hare

Head of Multi-Asset
Martin Hammond

Martin
Hammond

Portfolio Manager & Analyst
Nabeel Kolia

Nabeel
Kolia

Portfolio Manager
Shriya Roy

Shriya
Roy

Portfolio Manager
Adam De Waal

Adam
De Waal

Quantitative Analyst
Zubeida Patel

Zubeida
Patel

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 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 Global Balanced Feeder Fund

Classification: Global - Multi Asset - High Equity

Risk Factor Moderately Aggressive

Fund Summary

  • Aims to achieve long-term capital growth of US CPI + 5% with diversified exposure to offshore growth assets like equities, with returns converted to Rands.
  • This Fund is suitable to investors with a medium- to long- term investment horizon

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

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