Capricorn Sanlam Collective Investments Equity Fund – ZAR

The Capricorn Sanlam Collective Investments Equity Fund is a well-diversified portfolio housing moderate risk qualities with the primary objective of capital preservation, while generating long term real returns.

The portfolio invests in a combination of equities, bonds, money market instruments, listed property as well as international equities and fixed interest investments to diversify return streams and reduce risk.

This fund has a maximum equity exposure of 75% and maximum allocation of 25% to offshore asset classes. The SCI Balanced Fund is managed by an award winning investment boutique firm in Capricorn Fund Managers. The fund is Reg 28 compliant, therefore suitable for pension funds and retirement savings.

Fund Performance

The Fund is a US Dollar denominated, moderate risk, equity long/short hedge fund, which aims to achieve superior risk-adjusted returns on an absolute basis over any 12 month period by investing in Global Emerging Markets.

Capricorn GEM Fund comprises Capricorn GEM Fund Inc. and Capricorn GEM Fund L.P.


Fund Facts

Capricorn GEM Fund LP and Capricorn GEM Fund Inc, together Capricorn GEM Fund or CapGEM*, is a multi-currency, moderate risk, long/short equity hedge fund investing in Global Emerging Markets.

CapGEM, which is domiciled in the Cayman Islands, leverages the teams’ track record earned by managing the Capricorn Sanlam Collective Investments Stable Retail Hedge Fund. Launched in March 2008, it is built on a deep understanding of selected international counters.

$ 133 million
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Fund fact sheets

We deliver consistent returns that meet and exceed expectations within a variety of markets, and the
Capricorn Sanlam Collective Investments Equity Fund 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

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

United Kingdom

Capricorn Fund Managers Limited

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

For enquiries about Hedge Funds,
please contact

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