Invest
Value-orientated investment funds with the aim of achieving high absolute rates of return over the long term while minimizing the risk of capital loss.
Hedge Funds
The value-orientated hedge funds are investing in South African equities and includes an allocation to global emerging markets.
The following hedge funds are open to new investors:
- Steyn Capital Daily Liquidity FR Retail Hedge Fund - offering daily liquidity and R10,000 minimum initial lumpsum investment.
- Steyn Capital FR Retail Hedge Fund - offering monthly liquidity and R250,000 minimum initial lumpsum investment.
- Steyn Capital FR Qualified Investor Hedge Fund - monthly liquidity subject to 2 calendar months' notice for redemptions and a R1 million minimum initial lumpsum investment.
Unit Trusts
The value-orientated South African general equity portfolio invests only in South African listed equities.
The following investment account options are available:
- Steyn Capital Equity Prescient Fund - Class B1 - offering daily liquidity and an option of R1000 minimum monthly investment or R20,000 initial lumpsum investment
- Steyn Capital Equity Prescient Fund - Class B1 - Tax Free Savings Account - offering daily liquidity and Debit Order for minimum R300 to maximum R3,000 per month OR Initial minimum lump sum investment of minimum R10,000 and maximum R36 000 per tax year.
Foreign Funds available to South African investors
The following Long-Only Foreign Fund is S65 approved and directly available to South African investors:
- Steyn Capital Global Emerging Markets Fund (UCITS) - offering daily liquidity and initial minimum USD1,000 lumpsum investment.
This fund's investment strategy maximizes investor capital by buying securities with trading values materially lower than their intrinsic values.
Other Global Strategies
The Steyn Capital Africa Strategy, Steyn Capital Frontier Strategy and Global Emerging Markets Hedge Strategies are licenced by the Cayman Island Monetary Authority, and is not regulated by South African Financial Sector Conduct Authority, and is not marketed to South African Investors.
