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PWM Balanced Prescient Fund of Funds (D1) - PWMBD1 fund information
Financial information and historical performance for fund PWM Balanced Prescient Fund of Funds (D1) (PWMBD1). See top holdings, performance against peers and sectoral allocations.
Here is a list of JSE shares held in this Unit Trust. These tables reflect changes in holdings over two quarters, but do not show where a fund has completely sold a holding during the latest quarter.
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INVESTMENT PROCESS The Fund's long-term strategic asset allocation provides a sound foundation for tactical asset allocation decision making. The Fund is Regulation 28 compliant and is therefore limited to a maximum exposure of 45% to offshore markets. WHO SHOULD INVEST Investors who are seeking to maximise returns within the constraints of Regulation 28 and have a minimum investment time horizon of 7 years. As the Fund is exposed to investment markets, returns can be volatile as reflected in the likely range of returns graph below.