LAURIUM AGGRESSIVE LONG SHORT PRESCIENT QI FUND

As of 31 August 2025

Fund Details

The Laurium Aggressive Long Short Prescient RI Fund is designed as a more dynamic version of our Laurium Long Short Prescient RI Fund. It is structured to provide investors with the opportunity to participate in the South African equity market.
The Fund has a historical track record of delivering robust performance relative to the SA equity market, while maintaining a similar level of volatility, net of fees.

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*Minimum Disclosure Document PDF

Fund Facts

Benchmark
STeFI
Risk Profile
Aggressive
ASISA Category
Worldwide portfolios - Long Short Equity Hedge Funds - Other Equity Hedge Funds.
Fund Inception Date
01 January 2013
Fund size
R296m

Fund Performance

As of 31 August 2025
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Risk-return scatter-plot

As of 31 August 2025
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CAGR
Compound annual growth rate
Standard Deviation
Measures the absolute variability of a distribution; the higher the dispersion or variability, the greater is the standard deviation and greater will be the magnitude of the deviation of the value from their mean.
Cash (STeFI)
The STeFI (Alexander Forbes Short Term Fixed Interest Index) is a recognised benchmark of the returns earned in the South African money market.
Inflation (CPI)
The monthly change in the SA consumer price index (CPI)
Equity (JALSH TR)
JSE FTSE ALL SHARE INDEX
Bonds (ALBTR)
JSE All Bond Index

Sector Allocation (% of SA Equity Holdings)

As of 31 August 2025
  • Sector Allocation
    Net
    Long
    Short
  • Consumer Goods & Services
    31.8%
    40.5%
    -8.7%
  • Industrials
    13.2%
    13.2%
    0.0%
  • Corporate & Gov Bonds
    12.1%
    12.1%
    0.0%
  • Mining & Basic Materials
    11.0%
    11.0%
    0.0%
  • Financials
    10.7%
    17.7%
    -7.0%
  • Property
    5.1%
    8.4%
    -3.3%
  • Preferred Equity
    0.7%
    0.7%
    0.0%
  • Telcos, Media & Tech
    -0.1%
    4.6%
    -4.5%
  • Index Futures & Options
    -4.5%
    0.0%
    -4.5%
  • Total
    80.0%
    108.2%
    -28.2%
Laurium Capital (Pty) Ltd is an authorised financial services provider.
Reg No. 2007/026029/07. FSCA No. 34142.
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