AYLETT BALANCED PRESCIENT FUND
The fund aims to provide a reasonable level of income and moderate capital growth over time through investing in a broad range of asset classes in a balanced manner.
*NOTE: Effective 1 November 2020 the fund’s benchmark changed to the “ASISA South African – Multi-Asset – High Equity Category Average”
For more information kindly refer to the attachment “Benchmark change” under “OTHER INFO” below.
Please hover over the graph to view data points
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3 WAYS TO INVEST
Investments into the Aylett Balanced Prescient Fund can be made in one of three ways:
1. Electronically
2. Download the Application Form
Download the applicable Investment Application Form.
Complete the required sections
Return the form and supporting documents to Aylett & Co. before the specified deadline. Please note the 13h00 deadline stipulation under point 3 of the Terms and Conditions on the application form.
3. Through an associated Linked Investment Service Provider (LISP)
The Aylett Equity Prescient Fund is available through the following LISPs
Glacier by Sanlam
Ninety One
Momentum
ABSA Investment Management Services
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South African Multi Asset High Equity
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1 November 2013
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Dagon Sachs
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ASISA South African – Multi Asset – High Equity Category Average
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R5 000
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R500
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There are no initial fees.
Annual management fees are 1.15% inclusive of VAT.
No performance fees are applicable to the fund.
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Declared the last working day of March annually;
distributed the following business day.
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Yes
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Yes
MINIMUM DISCLOSURE DOCUMENTS & COMMENTARY
VIEW ALL Minimum Disclosure Documents & Commentary
