Galileo Global Balanced Prescient Fund

The Galileo Global Balanced Prescient Fund (The Fund) aims to build wealth for you by generating capital growth over the long term. This is a portfolio which invests across global asset classes: equities, fixed income, property and cash. It is aimed at investors who require offshore based capital growth and who have a moderate risk profile. The portfolio is diversified across asset classes, regions and currencies and aims to generate real returns relative to global inflation.

Our investment philosophy in a Fund

We believe that combining low-cost index-tracking investments to keep costs low while pairing them with a selection of hand-picked active managers to reduce risk enhances long-term investment outcomes.

The Fund is suitable for you if:

You are looking for a rand-denominated offshore investment with a combination of low-cost index-tracking funds and excellent global active managers.
You are an individual investor, trust or company wanting to start an offshore investment using South African Rands.
You have an investment horizon of five years or longer.
You are comfortable with a moderately aggressive portfolio where there is a risk of market volatility.

Asset Allocation and Geographic Exposure

*as at 31 March 2025

Investment Strategy

This is a global balanced fund with the investment objective of generating capital growth over the long term, suited to investors with a moderately aggressive appetite for risk. This fund may have up to 100% offshore exposure, with equity exposure typically ranging from 50-70%, investing across global asset classes such as equities, fixed income, property and cash. The fund is diversified across asset classes, regions and currencies and aims to generate real returns relative to global inflation with a carefully selected mixture of index-tracking and active investments. This fund is permitted to invest in direct equities and collective investment schemes.

Fees

The TER figures are estimated due to the fund’s short lifespan. Accurate figures will be available a year after the fund’s inception date.

Total Investment Charge (TIC) 1.10%

Invest Online

Minimum Investment: R100 000 lump-sum or R2 500 per month.

Investing online in the fund is an efficient 5-step application process:

Choose the investment product that is best suited to your investment objectives.
Select the fund(s) that will help you achieve your investment objectives.
Enter your personal details so that an online application form may be generated.
Print and sign the application form.
Scan and upload the signed online generated application form together with your FICA documentation.

If at any point during this application process you feel unsure, please do not hesitate to contact us on pmancoadmin@prescient.co.za or 0800 111 899.

Before making investment decisions please ensure that you are familiar with our product offering and fund selection. Consider appointing a financial advisor if you do not feel equipped to make an informed decision.