ENHANCED GROWTH (USD)

As of 31 October 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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Fund Facts

Benchmark
N/A
Risk Profile
Aggressive
Fund Inception
18 December 2023
Fund Size
$38.4m

Fund Performance (net of fees)

As of 31 October 2024


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

Asset Allocation

As of 31 October 2024
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  • SA Equity
    50.4%
  • SA Fixed Income
    11.0%
  • SA Property
    4.3%
  • Foreign Fixed Income
    0.0%
  • Foreign Preferred Equity
    0.0%
  • SA Preferred Equity
    0.0%
  • Foreign Property
    0.0%
  • Foreign Equity
    -0.4%

Sector Allocation

As of 31 October 2024
  • Sector Allocation
    Net
    Long
    Short
  • Consumer Goods & Services
    19.2%
    25.9%
    -6.6%
  • Financials
    14.0%
    20.2%
    -6.3%
  • Mining & Basic Materials
    13.6%
    15.0%
    -1.4%
  • Corporate & Gov Bonds
    11.0%
    11.0%
    0.0%
  • Telcos, Media & Tech
    5.7%
    5.9%
    -0.1%
  • Industrials
    5.7%
    7.1%
    -1.4%
  • Property
    4.3%
    6.9%
    -2.6%
  • Foreign Indices
    -8.3%
    0.0%
    0.0%
  • 0.0%
    0.0%
    0.0%
    0.0%
  • Total
    65.4%
    92.0%
    -26.7%