Global Balanced Fund
The Fund invests predominantly in developed markets and targets an annual return of US Consumer Price Inflation plus 3-5%* over any rolling three-year period. It aims to achieve this by combining growth investments that are undervalued relative to their prospects with more defensive yielding securities. Actively employing downside protection strategies and investing across asset classes mitigates large drawdowns while allowing for moderate capital appreciation.
The Fund is also available as a feeder fund, High Street Global Balanced Prescient Feeder Fund, accommodating Rand investment. This provides an easy way to access offshore funds as no SARS clearance is required. It may be a useful consideration for Tax-Free Savings Accounts (TFSA) enabling investors to avoid capital gains. For trusts and companies, it provides offshore exposure for capital confined within our borders.
*This figure is net of fees. Investors must be aware that tax implications may impact the return figure.
Risk Profile
Moderate Risk Profile. The Fund is suitable for investors with a moderate tolerance for market drawdowns when pursuing capital gains. Investors must be willing to endure periods of short-term downturns and are encouraged to remain invested for at least three years to accommodate for these fluctuations.
Investor Suitability
The Global Balanced Prescient Feeder Fund (ZAR) caters for:
Foreign Exchange Requirements
Asset Allocation
Platform Availability
- Allan Gray Offshore Investment Platform
- Allfunds (buy-free model)
- Glacier International
- Momentum International / Wealth
Our Global Balanced Feeder Fund (ZAR) is available directly through Prescient Fund Services or on the following platforms:
- Allan Gray Offshore Investment Platform
- Glacier Local
- Momentum Wealth
Benchmark
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