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Prescient Balanced Fund
Overview:
The Prescient Balanced Fund aims to achieve significant real returns over the long term and to outperform the ASISA category average of the South African Multi-Asset High Equity funds over a full market cycle by maintaining meaningful exposure to growth assets like equities.
Fund performance
Source: Profile Data
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Suitable for Investors Who:
- Seek inflation beating real returns over the long term but who are cost conscious.
- Want a Regulation 28 compliant fund.
- Have an investment horizon of 5-10-years.
Benchmark:
- SWIX Allshare Capped (TR) 22.50%
- Allshare (TR) 22.50 %
- All Bond Index (TR) 12%
- STeFI 13%
- SAPY (TR) 5%
- MSCI World (TR) 20%
- US 1 Month TB 5%
Strategy:
The Prescient Balanced Fund invests across various asset classes, including domestic and offshore equities and interest-bearing instruments. The fund uses long-term strategic asset allocation. The asset allocation varies tactically to outperform the benchmark by capitalising on signals of significant market mispricing. Where possible, a process of enhanced indexation is utilised within asset classes to deliver stable incremental alpha.
Fund Manager
Prescient Balanced Team
Other funds from Prescient
Next Webinar
Tax Optimisation for Investors
Speakers → Nick Brummer & Stuart Dyer
11 Jun 25 11:00