LAURIUM ENHANCED GROWTH HEDGE FUND

As of 31 May 2024

Fund Details

The Enhanced Growth Hedge Fund is an Irish UCITS long short fund. The Fund is a long-bias long short fund which has an unconstrained mandate, investing primarily in listed South African equities but may take positions in other equity like instruments and asset classes as well as up to 20% in selected foreign holdings. The Fund uses fundamental bottom-up research, combined with macro analysis and opportunistic trades, to generate a concentrated portfolio of long and short positions.
The Fund is suitable for investors with a long-term investment horizon seeking long-term capital growth, and that can withstand equity like volatility

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*Minimum Disclosure Document PDF

Fund Facts

Benchmark
N/A
Risk Profile
Aggressive
Fund Inception
18 December 2023
Fund Size
$15.4m

Fund Performance (net of fees)

As of 31 May 2024


Note:
Not available for new funds, data will be available 12 months after launch.

Risk-return scatter-plot

As of 31 May 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

Asset Allocation

As of 31 May 2024
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  • SA Equity
    60.3%
  • SA Fixed Income
    14.0%
  • SA Preferred Equity
    5.6%
  • SA Property
    3.8%
  • Foreign Fixed Income
    0.0%
  • Foreign Preferred Equity
    0.0%
  • Foreign Property
    0.0%
  • Foreign Equity
    -10.3%

Sector Allocation

As of 31 May 2024
  • Sector Allocation
    Net
    Long
    Short
  • Consumer Goods & Services
    22.4%
    28.7%
    -6.3%
  • Financials
    16.3%
    17.7%
    -1.4%
  • Mining & Basic Materials
    15.2%
    17.9%
    -2.7%
  • Corporate & Gov Bonds
    14.0%
    14.0%
    0.0%
  • Industrials
    7.3%
    8.6%
    -1.3%
  • Preferred Equity
    5.6%
    5.6%
    0.0%
  • Property
    3.8%
    5.6%
    -1.8%
  • Telcos, Media & Tech
    0.9%
    0.9%
    -12.1%
  • Foreign Indices
    -12.1%
    0.0%
    -12.1%
  • Total
    73.4%
    98.9%
    -25.6%
Laurium Capital (Pty) Ltd is an authorised financial services provider.
Reg No. 2007/026029/07. FSCA No. 34142.
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