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.
The Fund is also available as an actively managed certificate, AMC 007, accommodating Rand investment. This provides an easy way to access offshore funds as no SARS clearance is required. For trusts and companies, it provides offshore exposure for capital confined within our borders.
Risk Profile
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:
- Allfunds
- Momentum International / Wealth
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.
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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Wealth Warriors Fund
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.
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.
The Fund is also available as an actively managed certificate, AMC 007, accommodating Rand investment. This provides an easy way to access offshore funds as no SARS clearance is required. For trusts and companies, it provides offshore exposure for capital confined within our borders.
Risk Profile
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:
- Allfunds
- Momentum International / Wealth
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.
Benchmark
MSCI ACWI Net Total Return Index
Risk Profile
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:
- Allfunds
- Momentum International / Wealth
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.
Benchmark
MSCI ACWI Net Total Return Index
WATCH A 2-MINUTE VIDEO
Testimonials
What Our Clients Say
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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