Prescient Balanced Fund

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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

Downloads

Prescient Balanced Fund Fact Sheet

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

Prescient Balanced Fund
Prescient Income Provider Fund

Expert Guidance

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Equites
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Free Consultation

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By submitting, you agree to communication.

Thanks for getting in touch

We aim to respond as soon as possible.