Fund objective
The objective of the Fund is to generate absolute returns irrespective of market direction while preserving investors’ purchasing power over time. The Fund focuses on investment stability and downside protection.
Fund policy
The Fund invests across a diversified range of asset classes and instruments, including equities, fixed income securities, commodities, property securities, REITs, ETFs, currencies, money market instruments, and other interest-bearing securities. The Fund may also invest in local and offshore collective investment schemes where the regulatory environment provides investor protection standards comparable to those in South Africa. The investment strategy allows for exposure to both listed and unlisted financial instruments, including derivatives such as swaps, futures, forward rate agreements, contracts for difference, and foreign exchange transactions. The portfolio may implement both long and short investment positions and has flexibility to invest offshore within regulatory limits. Leverage is managed using a Value-at-Risk (VaR) methodology, with a maximum limit of 15%.
Risk indicator
The risk indicator provides a visual representation of the level of risk associated with the fund, helping investors understand the potential volatility and return profile. Investors are encouraged to consider their risk tolerance and investment goals when selecting a fund. The risk category shown is not guaranteed and may change over time.
Values-driven investing
Portfolio manager
Our portfolio managers bring a wealth of experience and in-depth market knowledge to the management of our funds.
Kamini Naidoo
Head: SA Alternatives & Multi-Strategy Portfolio Manager
Managed fund since July 2026
Key documents
Download the necessary application form to start your investment journey.
Please complete this form to begin your Retail Hedge Fund investment as an individual. Supporting documents are required in accordance with FICA regulations — kindly refer to pages 19 to 22 of the application form for more information.
Download
Please complete this form to begin your Retail Hedge Fund investment as a legal entity or trust. Supporting documents are required in accordance with FICA regulations — kindly refer to pages 22 to 29 of the application form for more information.
Download
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