Pooled Portfolios or Bespoke Segregated Mandates:

Cost-efficient, diversified and transparent ETF-portfolios for SA institutions and SA Trusts

Pooled Portfolios – Prescient Life
  • Daily unitised and liquid portfolios
  • Single asset class portfolios and Reg-28 compliant multi-asset portfolios
  • SA Trusts can use Prescient Life asset swap capacity to get offshore exposure
Segregated Mandates – bespoke mandates
  • Single and multi-asset class mandates
  • Pure beta or incorporate factor, regional and/or sectoral tilts
  • Currency hedged or unhedged
  • Ethical exposures Shariah and ESG
  • Institutional trading
  • Morningstar reporting modules