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Prescient Balanced Fund

Code: PRBA2

Overview

The 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...

Investors seeking significant real returns over the long term but who are cost conscious. The Fund is suitable for investors with a medium to long-term investment horizon and is Regulation 28 compliant.

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 Fund invests across a range of assets including equities and interest bearing instruments, both domestically and offshore. The asset allocation is anchored at the long-term strategic allocation, but can be varied tactically to target outperformance of 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

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Calculate my Retirement Needs

Calculate my income in retirement
Calculate how much to save for retirement
How old are you?
What is your life expectancy?
What monthly income (pre-tax) do you currently require?
What is the total of your current retirement savings?
How old are you?
At what age do you want to retire?
What is your current monthly income?
What percentage of your current income will you require at retirement?
How much have you already saved for retirement?
How much can you contribute per month?
By how much can you increase your monthly contributions per year?