Prescient Living Planet Fund Fact Sheet

Fund Details
Fund Sector
SA – Multi Asset – High Equity
Assets Under Management (R m) (Mar 2019)
R778 R 45 5.784%
Number of Accounts (Mar 2019)
15 1 6.6666%
Fund Asset Allocations (R m)
Sector Mar 2019 Dec 2018
Equities R 53 R 46
    Local    R 0    R 0
    Foreign    R 53    R 46
Cash Instr. R 53 R 90
    Local    R 42    R 67
    Foreign    R 11    R 23
Property R 0 R 0
On FoF R 672 R 597
Fund Investment Aims, Objective and/or Universe
The objective of the Fund is to deliver sustainable long-term capital growth for its investors within a framework that works towards/desires the protection of the natural environment over the long term.The Fund targets a return of CPI + 4% over rolling five-year periods and volatility is expected to be less than that of a pure equity fund.

The Fund can invest in a variety of asset classes including equities, bonds, cash and property and will predominately invest in South African markets, but is permitted to include foreign assets up to prudential limits.Due to the long- term capital growth objective, it will typically have a strong bias towards equity investments.The investment process integrates environmental sustainability principles and the protection of the natural environment is a key objective.This implies that certain investment exclusions, constraints or preferences will apply to the investment universe, especially in areas impacting climate change, water resources and biodiversity.
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