Aylett &

Aylett Balanced Prescient Fund

Sep 2026 → Sep 2026

Our archive holds 1 letter from this strategy, behind 1 investment thesis and positions in 4 companies. Every quote below is copied verbatim from the letter it came from.

1 letter in a year · follow all of Aylett & for every strategy.

Performance

as of Sep 30, 2026 · net of fees · ZAR · A1 Class

  • YTD
    −1.4%
    index +1.6%
  • 1Y
    +4.0%
    index +6.3%
  • 3Y · /yr
    +10.5%
    index +12.5%
  • 5Y · /yr
    +10.4%
    index +10.0%
  • Inception · /yr
    +10.4%
    index +9.8%

Index: Blended Benchmark

Since inception: Since Inception – 1 November 2013

Disclaimer

These figures are copied from the manager’s latest letter, as of Sep 30, 2026. They were extracted automatically, have not been verified by HF Best Ideas and may contain errors. They cover a single share class, in the currency and fee basis stated above; other share classes and your own returns will differ. This is not investment advice, nor an offer to buy or sell any fund. Past performance does not predict future returns.

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What it bought and sold

  • ExitedBHP GroupSep 2026
    We used the strength to sell the balance of the position.
  • AddedNedbank GroupSep 2026
    which allowed us to meaningfully add to the position.

Also held

Its investment theses

Every letter