Aylett &
Aylett SA Equity Prescient Fund
Sep 2026 → Sep 2026
Our archive holds 1 letter from this strategy, behind 2 investment theses 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+13.1%index +4.6%
- Inception · /yr+12.2%index +13.8%
Index: JSE All Share Total Return Indexed
| 1Y | Since inceptionper year | |
|---|---|---|
| Aylett SA Equity Prescient Fund | +13.1% | +12.2% |
| JSE All Share Total Return Indexed | +4.6% | +13.8% |
Since inception: Since Inception – 1 July 2025
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
We also started building a position in AVI.
Prosus was the one significant addition to the fund during the quarter.
Also held
Its investment theses
- AECI LimitedSep 2026AECI's new CEO has a sensible plan to grow the profitable mining explosives unit, run chemicals for cash and fix Schirm, and the share price fall looks temporary.
- Prosus N.V.Sep 2026Prosus offers exposure to Tencent's founder-led digital ecosystem at a discount to the value of its stake, with the core business growing and early AI results promising.