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Alpha Wealth Flexible Prescient Fund | Worldwide–Multi Asset–Flexible
1.0274    -0.0035    (-0.340%)
NAV price (ZAR) Mon 13 Jul 2026 (change prev day)
 
Snapshot
Insufficient history to show 3 year performance<br>Fund started on 25 Jun 2026
Performance
<i><b>  Size</b></i><hr/>This gauge shows the size of the fund against all Rand-denominated retail funds (needle right indicates a large fund, needle left a small fund)
Size
<i><b>  Diversification</b></i><hr/>This gauge shows the level of diversification relative to other funds in the same second-tier (multi asset) category (needle right indicates a well-diversified fund)
Diversification
Insufficient history to calculate risk.<br>Fund started on 25 Jun 2026
Risk
Fund Performance
NAV and TRI Performance
  TRI
  NAV
   3 Months 6 Months 1 Year 3 Years 5 Years
Period    Return %Growth of R1 000
chart
* Not annualised
Key Facts and Fund Objective
Key Facts
Formation Date 15 Apr 2026
Fund Size (ZAR) 475 620 259
Latest Price 1.03
PlexCrowns (Senior)
PlexCrowns (Junior)
Total Expense Ratio-
Minimum Investment-
TTM Distribution Yield 0.28%
Fund Objective
The Alpha Wealth Flexible Prescient Fund aims to provide a tailored investment solution for high-net-worth families through a multi-asset flexible portfolio. The Portfolio's primary objective is to achieve long-term capital growth above inflation, targeting a return of CPI + 5%, by investing in a diversified mix of asset classes, including but not limited to equities, bonds, property, preference shares, cash and other money market instruments for liquidity and capital preservation. The Portfolio is allowed to invest in both, local and foreign markets ensuring broad exposure and strategic flexibility. The Portfolio is permitted to invest in listed and unlisted financial instruments in line with the conditions as determined by legislation from time to time....Read more
Asset Classes and Holdings
Asset Classes
 n/a100.00%  
Top Holdings as at
Holdings data for this fund is not available.
Recently viewed
13 Jul1.03-0.00-0.34% 
13 Jul1.000.000.00% 
14 Jul1.01-0.00-0.29% 
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