Prescient Balanced Fund

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.

• 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.

• 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%

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.