Fairtree Assegai Equity Long Short FR Qi Hedge Fund
Fund Inception:
Minimum Investment:
May 2012
R1,000,000 initial amount
Fund Inception:
May 2012
Minimum Investment:
R1,000,000 initial amount
The Fund's Goal:
The Fairtree Assegai Equity Long Short FR Qi Hedge Fund aims to
create capital growth for long-term investors by extracting excess
returns from the South African equity market through directional long / short investment strategies.
Why hedge funds?
Disclaimer:
The information provided in this video does not constitute advice and is intended to be educational in nature and/or to provide a general description of Hedge Funds. This video does not constitute a solicitation, invitation or investment recommendation. Investors are urged to seek specialised financial, legal and tax advice before investing.
Risk Profile:
The Fund holds higher risk assets and employs leverage/gearing up to a
maximum of 3,5 times the net asset value.
High
Explain risk / reward
Assets like equities, property and commodities are classified as higher risk assets. They typically generate higher potential returns, but can also yield higher potential losses than assets like fixed income and cash and cash equivalents.
Investment Horizon:
The ideal investment period for this fund:
Long Term
Fund Manager
Clarissa Van Der Westhuyzen
Donald Curtayne
Deon Botha
The Fund is for you if:
- You have an existing investment portfolio and are looking for ways to enhance returns and further diversify your overall portfolio.
- Your view of diversification includes investing in a unique investment strategy that uses gearing / leverage and holds a directional (long / short) bias when investing in South African equities.
- Your main objective is to create real investment growth over the long-term.
- You are in the position to stay invested for 7+ years, allowing the fund to achieve maximum growth (although you may withdraw from the fund at any time).
- You are comfortable with an investment risk profile that is high / aggressive.
- You wish to generate potential positive returns even when markets are falling, capitalising on downside risk protection that hedge funds typically offer.
