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Graphite Balanced Prescient Fund of Funds | South African–Multi Asset–High Equity
1.0067    -0.0022    (-0.218%)
NAV price (ZAR) Fri 11 Sep 2026 (change prev day)
 
Snapshot
Insufficient history to show 3 year performance<br>Fund started on 17 Aug 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 all other domestic <i>fund of funds</i> (ie. across all categories) – (needle right indicates a well-diversified fund)
Diversification
Insufficient history to calculate risk.<br>Fund started on 17 Aug 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 21 Aug 2026
Fund Size (ZAR) 55 324 060
Latest Price 1.01
PlexCrowns (Senior)
PlexCrowns (Junior)
Total Expense Ratio-
Minimum Investment-
TTM Distribution Yield -
Fund Objective
The objective of the Graphite Balanced Prescient Fund of Funds is to deliver a real return of 4% over a rolling 4-year period. The Portfolio will invest primarily in local collective investment schemes (CISs) and Exchange Traded Funds (ETFs) but may also include foreign CISs and ETFs. The underlying funds will be allocated across a broad range of asset classes, including but not limited to, cash, fixed income, equities, listed property, listed and unlisted financial instruments in line with the conditions as determined by legislation from time to time and alternative investments which allows a diversified exposure across the risk spectrum....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
11 Sep1.01-0.00-0.22% 
10 Sep9.89-0.05-0.51% 
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