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 Balanced Prescient Fund is available through the following LISPs
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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
