The Fund invests predominantly in developed markets and targets an annual return of US Consumer Price Inflation plus 3-5%* over any rolling three-year period. It aims to achieve this by combining growth investments that are undervalued relative to their prospects with more defensive yielding securities. Actively employing downside protection strategies and investing across asset classes mitigates large drawdowns while allowing for moderate capital appreciation.
The Fund is also available as a feeder fund, High Street Global Balanced Prescient Feeder Fund, accommodating Rand investment. This provides an easy way to access offshore funds as no SARS clearance is required. It may be a useful consideration for Tax-Free Savings Accounts (TFSA) enabling investors to avoid capital gains. For trusts and companies, it provides offshore exposure for capital confined within our borders.
*This figure is net of fees. Investors must be aware that tax implications may impact the return figure.
Moderate Risk Profile
The Fund is suitable for investors with a moderate tolerance for market drawdowns when pursuing capital gains. Investors must be willing to endure periods of short-term downturns and are encouraged to remain invested for at least three years to accommodate for these fluctuations.
Investor Suitability
The Global Balanced Fund (USD) caters for:
- Diversification across asset classes and geographies
- Investors seeking moderate capital gains while simultaneously employing downside mitigation strategies to mitigate large losses
- Living annuities upon reaching retirement age
The Global Balanced Feeder Fund (ZAR) caters for:
- Tax-Free Savings Accounts (TFSA) looking for offshore exposure with a moderate tolerance for losses
- Trusts and companies seeking offshore exposure for capital confined within our borders
Foreign Exchange Requirements
Our arrangement with Currency Assist allows our clients foreign exchange services at competitive rates from which High Street receives no remuneration. Currency Assist can guide you through the process of externalising your capital (converting to USD) and securing tax clearances or SARB approvals. If you are investing in our Global Balanced Feeder Fund, no foreign exchange services are required.
Asset Allocation
The Fund is classified as a “Balanced Fund”, meaning it will consistently have exposure to a range of asset classes. These include, but are not limited to: equities, listed real estate companies, bonds, warrants, preference shares, commodities and cash.
Platform Availability
The Global Balanced Fund (USD) is available directly through Sanlam Asset Management or on the following platforms:
- Momentum International / Wealth
Glacier International
Our Global Balanced Feeder Fund (ZAR) is available directly through Prescient Fund Services or on the following platforms:
- Momentum Wealth
- Glacier Local
Benchmark
A composite benchmark comprising:
- 1/3 MSCI ACWI Net Total Return Index
- 1/3 Barclays Global Bond Total Return Index
- 1/3 EPRA/NAREIT Developed Net Total Return Index
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Testimonials
What Our Clients Say
“I have always felt like a part of their extended “family”. Honesty, kindness, and approachability, coupled with outstanding service, have made me a client for life.”
“When times are tough and friends are few, it’s reassuring to know that the High Street shareholders are invested alongside you.”
“Integrity, trust, professionalism of its people with the directional proposition and performance of the Fund attracts me as an investor”
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