Interactive Balanced Prescient Fund of Funds
The Balanced Fund of Funds is managed to preserve and grow wealth.
ASISA Classification South Africa MA High Equity
Click to understand where we find value across different asset classes.
The Goal
The goal of the balanced fund is to create consistent wealth for investors by balancing income generation with capital growth, as well as managing risk with a balanced asset selection.
Our Aim
We aim to outperform the market average of similar unity trusts without taking on more risks.
Interactive balanced fund is suitable for investors:
Looking for consistent long-term capital growth
Have an investment horizon of at least 3 years
Content with experiencing some market volatility and potential capital loss
Understand the fund complies with legal investment limits for retirement funds
Investment process and competitive edge
The management team track the asset allocation of reputable asset managers with large research capabilities. The research provides insight into where top professionals are allocating assets. We build portfolios in line with these allocations and select ETF’s, mutual funds and shares in companies as the underlying instruments. The fund will allocate a to a diverse balance of active & passive management strategies as well as towards asset managers with a core competency. Contact info@interactiveportfolios.co.za to find out more.
Withdrawals are easy and portfolios are liquid
Liquidity is the rate at which an asset can be converted into cash. Unlike selling a property which takes months, if not years, unit trusts (funds) can be sold or turned into cash within a few business days. This means it’s quick and easy to withdraw the investment.
Setup an investment account and select a investment portfolio that is suited to your required return and risk profile.
Disclaimer
Interactive Portfolios (Pty) Ltd is an authorised financial services provider (FSP 44371). A Fund of Funds is a portfolio that invests in portfolios of collective investment schemes, which levy their own charges, which could result in a higher fee structure for these portfolios. 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. CISs 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. 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. There is no guarantee in respect of capital or returns in a portfolio. Prescient Management Company (RF) (Pty) Ltd is registered and approved under the Collective Investment Schemes Control Act (No.45 of 2002). For any additional information such as fund prices, fees, brochures, minimum disclosure documents and application forms please go to www.prescient.co.za