LAURIUM ENHANCED GROWTH HEDGE FUND (USD UCITS)

As of 28 February 2025

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
$58.7m

Fund Performance (net of fees)

As of 28 February 2025
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Asset Allocation

As of 28 February 2025
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  • SA Equity
    49.2%
  • SA Fixed Income
    11.8%
  • Foreign Equity
    8.7%
  • SA Property
    5.3%

Sector Allocation

As of 28 February 2025
  • Sector Allocation
    Net
    Long
    Short
  • Consumer Goods & Services
    21.5%
    36.0%
    -14.5%
  • Industrials
    15.8%
    15.9%
    -0.1%
  • Financials
    15.3%
    19.7%
    -4.4%
  • Corporate & Gov Bonds
    11.8%
    11.8%
    0.0%
  • Mining & Basic Materials
    8.8%
    10.1%
    -1.3%
  • Property
    5.3%
    8.6%
    -3.3%
  • Telcos, Media & Tech
    4.3%
    7.0%
    -2.8%
  • Foreign Indices
    -7.7%
    0.0%
    -7.7%
  • 0.0%
  • Total
    74.9%
    109.0%
    -34.1%