LAURIUM AGGRESSIVE LONG SHORT PRESCIENT QI FUND

As of 31 October 2024

Fund Details

The Laurium Aggressive Long Short Prescient QI Fund is a more aggressive version of our Laurium Long Short Prescient RI Fund.

The Fund is registered as a Qualified Investor Hedge Fund and is suitable for investors looking to leverage the SA equity markets performance.

Historically, the Fund has strongly outperformed SA Equity market at similar 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
R595m

Fund Performance

As of 31 October 2024
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Risk-return scatter-plot

As of 31 October 2024
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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 October 2024
  • Sector Allocation
    Net
    Long
    Short
  • Consumer Goods & Services
    16.2%
    23.1%
    -6.9%
  • Corporate & Gov Bonds
    15.1%
    15.1%
    0.0%
  • Mining & Basic Materials
    13.5%
    14.9%
    -1.4%
  • Financials
    12.5%
    19.0%
    -6.5%
  • Industrials
    8.6%
    10.0%
    -1.4%
  • Property
    5.0%
    7.7%
    -2.7%
  • Telcos, Media & Tech
    3.0%
    3.1%
    -0.2%
  • Preferred Equity
    0.2%
    0.2%
    -8.2%
  • Foreign Indices
    -8.2%
    0.0%
    -8.2%
  • Total
    65.9%
    93.1%
    -27.2%