This Dollar-denominated High Street Wealth Warriors Fund aims to provide long-term capital growth using a global thematic approach. Focus is placed on identifying investments based on their ability to advance technological innovation and change consumer behaviour. The Fund is offshore-focused investing across developed and select emerging markets.

Aggressive Risk Profile

Given the high-growth nature of the Fund’s holdings, investors must be comfortable with periods of significant volatility and short-term downturns associated with market cycles. Investors are encouraged to remain invested for at least five years to give the disruptive themes the opportunity to generate material capital gains.

 

Investor Suitability

The Wealth Warriors Fund (USD) caters for:

  • Exposure to world-leading disruptive companies
  • Living annuities upon reaching retirement age
    Foreign Exchange Requirements

    Our arrangement with Currency Assist affords 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.

    Asset Allocation

    The Fund primarily invests in listed equities with limited exposure to other asset classes.

    Platform Availability

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

    • Momentum International / Wealth
      Benchmark

      MSCI ACWI Net Total Return Index

      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

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      SEE OUR INVESTMENT METHODOLOGY

      This Dollar-denominated High Street Wealth Warriors Fund aims to provide long-term capital growth using a global thematic approach. Focus is placed on identifying investments based on their ability to advance technological innovation and change consumer behaviour. The Fund is offshore-focused investing across developed and select emerging markets.

      A separate feeder fund, High Street Wealth Warriors Prescient Feeder Fund, accommodates for 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.

      Aggressive Risk Profile

      Given the high-growth nature of the Fund’s holdings, investors must be comfortable with periods of significant volatility and short-term downturns associated with market cycles. Investors are encouraged to remain invested for at least five years to give the disruptive themes the opportunity to generate material capital gains.

       

      Investor Suitability

      The Wealth Warriors Fund (USD) caters for:

      • Exposure to world-leading disruptive companies
      • Living annuities upon reaching retirement age

      The Wealth Warriors Prescient Feeder Fund (ZAR) caters for:

      • Tax-Free Savings Accounts (TFSA) looking for offshore exposure with an aggressive risk profile
      • 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 the Wealth Warriors Feeder Fund, no foreign exchange services are required.

      Asset Allocation

      The Fund primarily invests in listed equities with limited exposure to other asset classes.

      Platform Availability

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

      • Momentum International / Wealth

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

      • Momentum Wealth
      • Glacier Local
      Benchmark

      MSCI ACWI Net Total Return Index

      Aggressive Risk Profile

      Given the high-growth nature of the Fund’s holdings, investors must be comfortable with periods of significant volatility and short-term downturns associated with market cycles. Investors are encouraged to remain invested for at least five years to give the disruptive themes the opportunity to generate material capital gains.

       

      Investor Suitability

      The Wealth Warriors Fund (USD) caters for:

      • Exposure to world-leading disruptive companies
      • Living annuities upon reaching retirement age
        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.

        Asset Allocation

        The Fund primarily invests in listed equities with limited exposure to other asset classes.

        Platform Availability

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

        • Momentum International / Wealth
          Benchmark

          MSCI ACWI Net Total Return Index

          WATCH A 2-MINUTE VIDEO

          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.”

          – GILL R.

          “When times are tough and friends are few, it’s reassuring to know that the High Street shareholders are invested alongside you.”

          – GREIG R.

          “Integrity, trust, professionalism of its people with the directional proposition and performance of the Fund attracts me as an investor”

          – JP R.

          SEE OUR INVESTMENT METHODOLOGY

          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.”

          - GILL R.

          “When times are tough and friends are few, it’s reassuring to know that the High Street shareholders are invested alongside you.”

          - GREIG R.

          “Integrity, trust, professionalism of its people with the directional proposition and performance of the Fund attracts me as an investor”

          - JP R.

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