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The content contained in this website is for information purposes only and does not constitute an offer or an invitation to subscribe or make use of any service or investment by a person, whether natural or legal, which is resident or situated in any jurisdiction where such offer or invitation would be unlawful, or in any jurisdiction in which Prescient Holdings, including all of its subsidiaries and associates ("Prescient"), is not qualified to make such offer or invitation, or to persons to whom it would be unlawful to make such offer or invitation.

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  1. you are not a person prohibited under the laws of your country from accessing the information on the investment products and services referred to herein;
  2. by accessing this website you will not contravene or cause Prescient to contravene any law that seeks to regulate the promotion of financial products either in the country of your residence or in the country in which you are viewing this website; and
  3. any investment which you may place with or through Prescient is based solely on your own enquiry and initiative and is not due to any offer or solicitation by Prescient.
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The content contained in this website is for information purposes only and does not constitute an offer or an invitation to subscribe or make use of any service or investment by a person, whether natural or legal, which is resident or situated in any jurisdiction where such offer or invitation would be unlawful, or in any jurisdiction in which Prescient Holdings, including all of its subsidiaries and associates ("Prescient"), is not qualified to make such offer or invitation, or to persons to whom it would be unlawful to make such offer or invitation.

By clicking "I AGREE" below, you consent to the terms and conditions above and you confirm and agree that:

  1. you are not a person prohibited under the laws of your country from accessing the information on the investment products and services referred to herein;
  2. by accessing this website you will not contravene or cause Prescient to contravene any law that seeks to regulate the promotion of financial products either in the country of your residence or in the country in which you are viewing this website; and
  3. any investment which you may place with or through Prescient is based solely on your own enquiry and initiative and is not due to any offer or solicitation by Prescient.
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Notice to Visitors (China)

This website is not intended or permitted to be accessed or used by you if you are prohibited from doing so under the applicable laws and regulations of your country of residence and/or the country in which you are viewing this website.

The content contained in this website is for information purposes only and does not constitute an offer or an invitation to subscribe or make use of any service or investment by a person, whether natural or legal, which is resident or situated in any jurisdiction where such offer or invitation would be unlawful, or in any jurisdiction in which Prescient Holdings, including all of its subsidiaries and associates ("Prescient"), is not qualified to make such offer or invitation, or to persons to whom it would be unlawful to make such offer or invitation.

By clicking "I AGREE" below, you consent to the terms and conditions above and you confirm and agree that:

  1. you are not a person prohibited under the laws of your country from accessing the information on the investment products and services referred to herein;
  2. by accessing this website you will not contravene or cause Prescient to contravene any law that seeks to regulate the promotion of financial products either in the country of your residence or in the country in which you are viewing this website; and
  3. any investment which you may place with or through Prescient is based solely on your own enquiry and initiative and is not due to any offer or solicitation by Prescient.
   
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Funds

Wealth Management Funds

Prescient Wealth Balanced Fund of Funds

Investment and Return Objective 

The Fund aims to achieve real growth in capital over time. The Fund invests in a combination of collective investment schemes providing exposure to equity, bonds, preference shares, listed property stocks and cash. The Fund may invest 30% of the portfolio offshore and will comply with Prudential Investment Guidelines at all times, which makes the Fund ideal for use in retirement portfolios. The Fund employs a best-of-breed philosophy, thus allowing the inclusion of external managers with demonstrated superior ability in various asset classes or processes.   

Who Should Invest

The Fund is suitable for investors with a moderate risk profile seeking real growth in capital over time. Investors should have a longer investment time horizon and prefer a combination of different, yet complementary investment managers in one Fund.  The portfolio will be positioned according to the manager’s assessment of prevailing investment conditions, adjusting equity, bond, listed property and cash exposure.  The Fund is Regulation 28 compliant.

Risk Indicator = Moderate

 

Risk Indicator Definition 

Generally, Medium Risk portfolios hold more risky assets such as equity and offshore exposure than a Low Risk portfolio and less than a High Risk portfolio. Medium Risk portfolios therefore tend to exhibit lower variability in returns (volatility) when compared to a High Risk portfolio and more so when compared to Low Risk portfolios. The anticipated future returns and potential loss of capital of such a portfolio is expected to be lower than for High Risk portfolios and higher than for Low Risk portfolios.

 

Minimum Disclosure Document

Fund Manager:

Please Contact: