Prescient Global Balanced 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.

Investment Process

The Fund invests in a diversified portfolio of global equity securities, debt and debt-related securities, money market instruments and global currencies. The Fund can invest directly or indirectly (through the use of Regulated Funds or derivatives) in these asset classes.

Who Should Invest

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.

Risk Indicator = Moderately Aggressive

Risk Indicator Definition

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.