The fund’s aim is to provide long-term capital growth through maintaining a minimum of 80% exposure to a concentrated portfolio of stocks.

Fund Category
South African Equity General
Fund Launch Date
03 July 2006
Management Company
Prescient Management Company
Fund Manager
Walter Aylett
Benchmark
ALSI TRI
Minimum Initial Investment
R5 000
Minimum Monthly Debit Order
R500
Fees
There are no initial fees.
Annual management fees are 1.15% inclusive of VAT.
No performance fees are applicable to the fund.
Income Distributions
Declared the last working day of March annually;
distributed the following business day.
Qualifying Tax Free Savings Account Investment
Yes

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3 Ways To Invest

Investments into the Aylett Balanced Prescient Fund can be made in one of three ways:

1. Download Application Form

  • Download the Investment Application Form for Individuals, Tax Free Savings Account or Legal Entities
  • Complete the required sections
  • Return the form and supporting documents to Aylett & Co. before the specified deadline. Please note the 12h00 deadline stipulation under point 2 of the Terms and Conditions on the application form.

2. Electronically

Invest Online

3. Through an associated Linked Investment Service Provider (LISP)

The Aylett Balanced Prescient Fund is available through the following LISPs

Glacier by Sanlam
Investec
Momentum
ABSA Investment Management Services

Performance Graph

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Minimum Disclosure
Documents

Latest MDD

VIEW ALL Minimum Disclosure Documents

Application FORMS

Individuals
Tax Free Savings Account
Legal Entities
Redemption Request
Additional Investment
Switch Form

Other Info

Distributions