SA Retail Hedge Fund
Portfolio Profile
The Steyn Capital FR Daily-Liquidity Retail Hedge Fund is a value orientated long/short portfolio investing in South African equities. The portfolio follows a bottom-up stock selection approach, and provides investors with daily liquidity, and a low minimum investment of R10,000. The portfolio is currently open to new investments.
The following investment restrictions are applied in the portfolio:
- Gross exposure is limited to 200% of net assets
- Net exposure is limited to between 25% and 100% of net assets
Objectives & Strategy
The fund’s primary objective is achieving absolute rates of return over the long term, while minimizing the risk of capital impairment. The investment strategy is to maximize investor capital by buying securities with trading values materially lower than their intrinsic values, and by selling short securities with trading values materially higher than their intrinsic values.
ASISA Classification: Retail Investor Hedge Fund – South African – Long/Short Equity – Long Bias
Fund Class 1 ISIN: ZAE000315313
Steyn Capital FR Daily-Liquidity Retail Hedge Fund – latest MDD
Steyn Capital FR Daily-Liquidity Retail Hedge Fund – latest quarterly report
How to invest
The fund is available on the Momentum Wealth Platform, or through the FundRock Management Company. ↗️
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