Alpha Fund

Fund Objective

The objective of the fund is to generate consistent, absolute returns, regardless of the direction of the equity market, in excess of 400 basis points over the Stefi Call Rate.

The fund comprises a "pairs" component and a "diversified" component.

The "pairs" component generates returns by investing in focused pairs of equities, i.e. by simultaneously buying and selling equities of a similar nature.

The "diversified" component generates returns by simultaneously buying and selling equities, however, these equities do not have to be similar in nature. Because this component of the fund takes positions across sectors, its return profile by definition has a higher degree of risk.

The product is currently not available to the individual investor.

Profile of ideal investor

Investors in this fund benefit in two respects. Returns, while not guaranteed are generated with an absolute return profile in mind and secondly the returns have a very low level of correlation with equities as an asset class. Inclusion of the fund in a balanced portfolio therefore provides the added benefit of diversification.

This product has a higher risk / return profile than the Market Neutral Equity Fund.

The Alpha Fund is managed by Jan Meintjes and Reuben Beelders.





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