Prescient Balanced Fund

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.

Source: Profile Data

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.

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 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.

• Prescient Balanced Fund
• Prescient Income Provider Fund