Aylett &
Aylett Equity Prescient Fund
Sep 2026 → Sep 2026
Our archive holds 1 letter from this strategy, behind 1 investment thesis and positions in 8 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
- 1Y+2.7%index +4.6%
- 3Y · /yr+9.8%index +18.7%
- 5Y · /yr+10.5%index +15.3%
- Inception · /yr+12.3%index +11.9%
Index: JSE All Share Total Return Indexed
| 1Y | 3Yper year | 5Yper year | Since inceptionper year | |
|---|---|---|---|---|
| Aylett Equity Prescient Fund | +2.7% | +9.8% | +10.5% | +12.3% |
| JSE All Share Total Return Indexed | +4.6% | +18.7% | +15.3% | +11.9% |
Since inception: Since Inception – 3 July 2006
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.
Read full disclosures →What it bought and sold
The fund sold its positions in Capitec and PSG Financial Services, both of which have performed well since we received them as part of the Curro buyout and delisting.
Tencent was the one significant addition to the fund during the quarter.
The fund sold its positions in Capitec and PSG Financial Services, both of which have performed well since we received them as part of the Curro buyout and delisting.