INVESTMENT PROFESSIONALS

 

Local Balanced

The Reg. 28 Fund with a 90%+ Rand hedge™

With a 7+ year track record and broad awareness of its distinct strategy pioneered by High Street, this Fund is widely available across major retail and institutional platforms.

 

Referred to as the ‘Reg. 28 Fund with a 90%+ Rand hedge’, it provides previously unobtainable offshore exposure for mandatory retirement investments. Its comparitively low correlation to peers offers unique diversification benefits and can reduce drawdowns when included in a portfolio with other local balanced funds.

 

The Fund has a history of strong performance and consistently features in top quartile rankings, over rolling 5-year periods. It is of particular interest to investors and advisers seeking strong alpha generation during periods of Rand weakness.

Risk Profile

Moderate to aggressive

Target Rate of Return

SA CPI +5% p.a over any rolling 5 year period

Recommended Period

5+ years
Source: Bloomberg, 30/06/2026
Notes: The investment performance is for illustrative purposes only. Performance relates to the retail fee class. The investment performance is calculated by taking the actual initial fees and all ongoing fees into account for the amount shown and income is reinvested on the reinvestment date.
''The Fund has outperformed since inception despite the Rand weakening by less than its long-term average. Importantly, as per its mandate, it has generated strong alpha for clients during bouts of significant Rand weakness.''

ROSS BECKLEY, CFA
FUND MANAGER

LB Formula Mobile

INVESTOR SUITABILITY

The Fund is suitable for retail and institutional investors seeking maximum offshore exposure, within the bounds of Regulation 28. It is appropriate as an independent investment or as a portfollio diversifier. A holding period of 5 years or longer is recommended.

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Retirement savers

Retirement savers wanting to diversify local savings and mitigate emerging market risk: Pension & Provident Funds, Retirement Annuities & Tax-Free Savings Accounts

Emigration

Individuals planning to emigrate and aiming to benchmark their retirement savings to offshore markets

Discretionary investors

Discretionary investors wanting a balanced fund with high equity exposure

Platform Availability

Available directly through Prescient Fund Services (for those not using an advisor) or on the following:

 

  • ABSA
  • Allan Gray
  • EasyEquities
  • Glacier Local
  • Momentum FundsAtWork
  • Momentum Wealth
  • Ninety One
  • PPS Investments
  • Sanlam Umbrella Fund
  • Stanlib INN8
  • Sygnia
  • Wealthport
*Reference: Citywire on 31 December 2025. Past performance is not necessarily a guide for future performance.

The South African investment industry is highly competitive with fund managers consistently expressing their differentiators. We believe evidence is best represented in the numbers, rather than the narrative. Notably, differentiation is only a part of the solution. Our focus is on continuing to deliver superior returns for our clients.

 

CHRISTOPHER BROWNLEE, CFA, CAIA, HEAD OF RESEARCH

Source: ProfileData as at 31 April 2026 – updated annually.* The four largest peers are the 4 largest funds within the South Africa – Multi Asset – High Equity category.

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    Global Balanced

    Maximise volatility-adjusted returns.

    Global Balanced

    Maximise volatility-adjusted returns.

    This is High Street’s most established Fund with a 10+ year track record. It is managed by our Founder who has a significant portion of his wealth invested alongside.

     

    The Fund seeks to maximise volatility-adjusted returns by participating meaningfully in market upside while avoiding a corresponding increase in downside capture. It has an equity tilt and manages the associated downside potential through active hedging techniques and broad diversification across asset classes and investment styles.

     

    The Fund has a history of strong performance and consistently features in top quartile rankings, over rolling 3-year periods*. It is designed to be a pillar of a conservative investor’s portfolio and for individuals looking to convert their retirement savings to living annuities.

    Risk Profile

    Moderate

    Target Rate of Return

    US CPI +4% p.a over any rolling 3 year period

    Recommended Period

    3+ years
    Source: Bloomberg, 30/06/2026
    Notes: The investment performance is for illustrative purposes only. Performance relates to the retail fee class. The investment performance is calculated by taking the actual initial fees and all ongoing fees into account for the amount shown and income is reinvested on the reinvestment date.
    ''We launched the Fund when I was in my late 40's seeking a conservative strategy to protect and steadily compound my wealth. It has produced dependable volatility-adjusted returns and remains suitable for my current requirements.''

    MIKE PATCHITT
    FUND MANAGER

    GB Formula
    GB Formula Mobile

    INVESTOR SUITABILITY

    The Fund is suitable for investors seeking moderate capital growth with a reduced tolerance for market drawdowns. A holding period of 3 years or longer is recommended.

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    Discretionary investors

    Conservative discretionary investors

    Annuities

    Living annuities upon reaching retirement age

    TFSA

    Tax-Free Savings Accounts

    Platform Availability

    The Global Balanced Fund (USD) is available directly through Sanlam Asset Management or on the following platforms:

     

    • Allan Gray Offshore Investment Platform
    • Allfunds (buy-free model)
    • Glacier International
    • Momentum International / Wealth

     

    Our Global Balanced Feeder Fund (ZAR) is available directly through Prescient Fund Services or on the following platforms:

     

    • Allan Gray
    • Glacier Local
    • Momentum Wealth
    • PPS Investments
    *Reference: Morningstar on 31 December 2025. Past performance is not necessarily a guide for future performance.

    “We are active in managing asset allocation and downside risk which have become increasingly important in today’s fast-paced financial markets. One such instance was our decision to reduce bond exposure to zero when interest rates reached record lows in 2020. This flexibility reflects our focus on delivering balanced returns through the cycle using a dynamic approach.”

     

    CHRISTOPHER BROWNLEE, CFA, CAIA, HEAD OF RESEARCH

    “We are active in managing asset allocation and downside risk which have become increasingly important in today’s fast-paced financial markets. One such instance was our decision to reduce bond exposure to zero when interest rates reached record lows in 2020. This flexibility reflects our focus on delivering balanced returns through the cycle using a dynamic approach.”

    CHRISTOPHER BROWNLEE, CFA, CAIA, HEAD OF RESEARCH

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      Wealth Warriors

      Investing in tomorrow’s challengers, today.

      On 31/12/2025, the Fund won the Profile Unit Trust Award for three-year performance to 31 December 2025. Full details and the basis of the award are available from the manager.
      UTA Logo

      Wealth Warriors

      Investing in tomorrow’s challengers, today.

      On 31/12/2025, the Fund won the Profile Unit Trust Award for three-year performance to 31 December 2025. Full details and the basis of the award are available from the manager.

      Launched by High Street in 2017, this award-winning thematic Fund takes a high-conviction approach to investing in tomorrow’s champions.

       

      The Fund is built around long-term trends and invests in companies wiith durable competitive advantages and strong cash generation ability, spanning established market leaders and emerging challengers across both new and existing industries.

       

      The Fund has a history of strong performance and consistently features in top quartile rankings, over rolling 7-year periods*. It is of particular interest to investors wanting access to high-growth investment themes and believe the impact of these structural trends is underappreciated by the market.

      Risk Profile

      Aggressive

      Target Rate of Return

      US CPI +7% p.a over any rolling 7 year period

      Recommended Period

      7+ years
      Source: Bloomberg, 30/06/2026
      Notes: The investment performance is for illustrative purposes only. Performance relates to the retail fee class. The investment performance is calculated by taking the actual initial fees and all ongoing fees into account for the amount shown and income is reinvested on the reinvestment date.
      ''Exceptional returns are often generated when the market underestimates the long-term potential of companies benefiting from powerful structural trends. Wealth Warriors seeks to identify leadership in transformative themes before their full value is recognised by the market.''

      ROSS BECKLEY, CFA
      FUND MANAGER

      WW Formula
      WW Formula Mobile

      INVESTOR SUITABILITY

      The Fund seeks strong long-term capital growth through exposure to global equities and structural growth opportunities. It is appropriate for investors comfortable with equity market volatility. A holding period of 7 years or longer is recommended.

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      Discretionary investors

      Exposure to world-leading disruptive companies

      Annuities

      Living annuities upon reaching retirement age

      Platform Availability

      The Wealth Warriors Fund (USD) is available directly through Prescient Fund Services or on the following platforms:

       

      • Allan Gray Offshore Investment Platform
      • Allfunds (non-premium option)
      • Momentum International / Wealth
      • Saxo Bank

       

      The Wealth Warriors AMC (ZAR) is available to investors using a brokerage / stock trading account with an authorised JSE equity member. Orders are placed with the broker, who will contact Standard Bank (the issuer) to execute the trade.

      *Reference: Morningstar on 31 December 2025. Past performance is not necessarily a guide for future performance.

      “Experience has shown that market leaders benefiting from structural growth trends can compound shareholder value over many years. Our rigorous investment process is designed to distinguish durable, profitable themes from those driven primarily by hype and speculation.”

       

      CHARLIE DE LA PASTURE, CFA
      FUND MANAGER

      “Experience has shown that market leaders benefiting from structural growth trends can compound shareholder value over many years. Our rigorous investment process is designed to distinguish durable, profitable themes from those driven primarily by hype and speculation.”

      CHARLIE DE LA PASTURE, CFA
      FUND MANAGER

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