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Capricorn Sanlam Collective Investments Performer Qualified Hedge Fund – Share class: ZAR

A Rand denominated 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, and aims to provide returns with lower volatility and lower drawdowns than equities

The Capricorn Sanlam Collective Investments Performer Qualified Hedge Fund was launched in 2012. It is a purely South African equity long/short hedge fund, investing only in Johannesburg Stock Exchange (JSE) listed equities and derivatives.

This Fund has a conservative mandate based on low risk and consistent absolute returns.

Fund Performance

cpf_sep-2018

Fund Facts

The CAPRICORN SANLAM COLLECTIVE INVESTMENTS PERFORMER QUALIFIED HEDGE FUND is a Rand denominated South African long/short equity hedge fund. The Portfolio has a strong focus on long term capital appreciation, targeting an absolute return in excess of cash. The Portfolio aims to provide returns with lower volatility and lower drawdowns than equities.

R 162 million
Assets Under Management (R Million)

73%
% of positive months

27%
% of negative months

176%
Gross Exposure

70%
Net Exposure

16.1%
Annualised since launch %

150.9%
Cumulative since launch %

2.8%
Average positive monthly return

(2.7%)
Average negative monthly return

0.9
Sharpe Ratio

(5.7%)
Maximum monthly drawdown

(15.9%)
Maximum cumulative drawdown

Fund fact sheets

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

Newsletters

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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