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
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
Minimum Disclosure
Documents
VIEW ALL Minimum Disclosure Documents