High Street High Equity Prescient Fund
Our Local Balanced Fund
What is our Local Balanced Fund?
The local balanced Fund is suited to investors looking to grow their retirement savings and limit South African sovereign risk. This is done through maximum direct offshore exposure, within the constraints set forth in Regulation 28, and by prioritising investments with offshore revenue streams. This means that Fund performance is mostly unrelated to local conditions. Investors can therefore still take advantage of considerable tax deductions, whilst aiming to maintain the global purchasing power of their retirement savings.
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Collective Investment Schemes in Securities (CIS) should be considered as medium to long-term investments. The value may go up as well as down and past performance is not necessarily a guide to future performance. CIS’s are traded at the ruling price and can engage in scrip lending and borrowing. A schedule of fees, charges and maximum commissions is available on request from the Manager. There is no guarantee in respect of capital or returns in a portfolio. A CIS may be closed to new investors in order for it to be managed more efficiently in accordance with its mandate. Performance has been calculated using net NAV to NAV numbers with income reinvested.