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Capricorn Performer – Share class: $, €, £

Launched in December 2014, this is a $, €, £ denominated South African long/short hedge fund that only invests in equities and derivatives listed on the Johannesburg Stock Exchange (JSE). This Fund targets an absolute return in excess of cash, and aims to provide returns with lower volatility and lower drawdowns than equities.

Fund Performance

cpf-cayman_jun-2017

Fund Facts

The Capricorn Performer Fund is a South African long/short equity hedge fund. The Fund has a strong focus on long term capital appreciation, targeting an absolute return in excess of cash. The Fund aims to provide returns with lower volatility and lower drawdowns than equities. It has $/€/£ share classes.

$ 8.2 million
$Assets Under Management (USD)

48%
% of positive months

52%
% of negative months

162%
Gross Exposure

39%
Net Exposure

(2.6)%
Annualised since launch %

(6.5) %
Cumulative since launch %

2.6%
Average positive monthly return

(2.7%)
Average negative monthly return

0.2
Sharpe Ratio

(6.9%)
Maximum monthly drawdown

(26.3%)
Maximum cumulative drawdown

Fund fact sheets

We deliver consistent returns that meet and exceed expectations within a variety of markets, and the Capricorn Performer is no different. Explore the fund’s performance since launch by selecting the year you would like to review, and sign up to receive updates via our newsletter.

The Investment Team

The fund management team is a close-knit team and have been together since inception. They were all raised and educated in emerging markets and have personal experience of political change and uncertainty, currency volatility and the emergence of a new middle class. We believe that this experience is essential in managing funds in emerging markets.

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Contact us

Johannesburg
South Africa

Capricorn Fund Managers (Pty) Limited

Capricorn House, 32 Impala Road
Chislehurston 2196, South Africa

For enquiries about Hedge Funds and/or our Long Only Funds, please contact
info@capricornfundmanagers.com

London
United Kingdom

Capricorn Fund Managers Limited

Malta House, 36-38 Piccadilly
London W1J 0DP, United Kingdom

For enquiries about Hedge Funds,
please contact
info@capricornfundmanagers.com

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