Fund Details
The objective of the SouthernCross NCIS Market
Neutral Retail Hedge Fund is to provide investors
with investment gains and total return in South
Africa Rand terms. Short-term volatility of the returns
may be reduced by the use of hedging instruments and/techniques, strategy diversification, allocation and active risk management. The return target for the fund
is Cash (STeFi Call Deposit Index) + 4%.
Fund Facts
Fund Details
The SouthernCross Global Equity FR Retail Hedge Fund is a worldwide portfolio that aims to maximise long term capital growth by investing across one or more investment strategies with a focus on global equity exposure. The fund aims to outperform the Benchmark in the medium term with a high degree of consistency.
Fund Facts
Benchmark
MSCI World Total Net Return
Risk Profile
Aggressive
ASISA Category
Retail Hedge Fund - Worldwide - Multi-Strategy
Minimum Investment Amount: Direct Investment
R50,000 lump sum or R 1,000 debit order
Minimum Investment Amount: Investment Platforms
Investment platform minimums apply
Investment Approach
Portable Alpha
Global Equity Exposure
100% MSCI World Index Total Return exposure
Availability
Direct investment &
Through all reputable investment platforms
Inception Date
16 July 2026
ABOUT THE FUND
The SouthernCross Global Equity FR RHF aims to outperform the MSCI World Index over the medium term by combining global equity exposure with a diversified basket of defensive South African hedge fund strategies.
The fund uses a portable alpha approach, gaining synthetic exposure to the MSCI World Index, whilst typically investing around 85% of fund capital across carefully selected domestic hedge funds, with no individual fund representing more than 10% of the allocation.
The remaining 15% is managed within the SouthernCross Market Neutral strategy and supports the collateralisation of 100% of fund value in MSCI World Index total return futures exposure. The strategy also selectively incorporates downside protection through out-of-the-money puts on the domestic equity market.
The objective is to deliver MSCI World Index exposure with an additional layer of return, while incorporating downside protection during volatile or declining markets.