HEDGE FUND

There is more than one definition of a hedge fund, and therefore investors have varying perceptions of the risk and reward they will experience in a hedge fund.

At Anchor we inherently believe in the role a hedge fund can play in diversifying the returns available from other South African assets, as part of an overall asset allocation. Depending on the risk appetite of the client the mandate of the hedge fund can be specifically structured.

Download Application Forms

Anchor Long

Short Hedge Fund

The Anchor Long Short IDS Retail Hedge Fund is a regulated Collective Investment Scheme in the Retail Investment Hedge Fund category. The investment goal is to generate absolute returns in excess of short term interest rates. The Fund will mainly buy and sell equities (including shorting) and use derivatives on underlying shares and indices, and it may from time to time trade in fixed income, commodities and currencies. Instruments used will primarily be listed on the jSE, although offshore markets could be accessed up to regulatory maximums. Volatility and risk will be less than fully invested equity funds and the risk profile is low to moderate.

Download fact sheet Invest now

WHY SHOULD I INVEST?

This fund is suitable for Investors that are looking for returns linked to the equity market but where capital preservation is important, all within a regulated CIS structure. The fund will have a similar risk profile to low to medium equity funds but hopefully have better risk adjusted returns based on the risk management and portfolio construction skills of the manager.

RISK PROFILE:

LOW
LOW
-MOD
MOD
MOD
-HIGH
HIGH

MINIMUM INVESTMENT

R15 000

FEES: Management Fee: 1.5% Performance fee: Performance fee of 20% plus VAT above hurdle rate. Accrued monthly, crystalized and paid quarterly. Hurdle rate = STEFI index *1.2 (HWM where applicable)

Anchor Accelerator

Hedge Fund

Hedge fund looking for maximum growth through the use of derivative strategies.

LEARN MORE

Personal

Hedge Fund

Hedge fund for individuals or institutions tailored to the unique needs of the client.

LEARN MORE

INVESTING IN

YOUR NEEDS

Submit your details and we’ll give you a call back to assist and advise you on your investment.

SUBSCRIBE TO OUR NEWSLETTERS

Subscribe to our newsletters to receive regular market commentary, research and updates from the Anchor team. Select between our Individual or Financial Advisor newsletters by selecting the relevant tab below.