ABOUT THE FUND
The SouthernCross Multi-Strategy Prescient Retail Investor Hedge Fund invests to provide a high equity return, with low equity market risk.
The fund is composed of several uncorrelated underlying strategies. These include long-short equity, an equity arbitrage strategy, an equity market neutral strategy, and a short-term and long-term fixed income strategy.
The strategies combined are constructed to deliver growth over the medium to long term, while managing risk through diversification and downside protection. The Fund aims to generate positive returns in all market conditions.
Fund Details
The SouthernCross Multi Strategy Prescient Retail Investor Hedge Fund is a multi strategy hedge fund that aims to deliver absolute returns with low volatility in all market conditions, with a strong focus on risk management.
The Portfolio will follow a variety of strategies, including, but not limited to, market neutral, equity long/short, macro, property, fixed income and cash strategies.
Fund Facts
Benchmark
STeFi Call Deposit Index
Risk Profile
Moderate
ASISA Category
SA Multi-Strategy Hedge Funds
Availability
Direct investment &
Through all reputable investment platforms
Minimum Investment Amount: Direct Investment
R50,000 lump sum or R 1,000 debit order
Minimum Investment Amount: Investment Platform
Investment platform minimums apply
Inception Date
01 June 2018
Multi Strategy Fund
SouthernCross Multi Strategy Prescient Retail Investor Hedge Fund
CPI
The monthly change in the SA Consumer Price Index (CPI)
Multi Strategy Fund
SouthernCross Multi Strategy Prescient Retail Investor Hedge Fund
FTSE/JSE JALSH TR
The cumulative monthly drawdown for the
FTSE/JSE All Share Total Return Index
Value of R100 invested on 1 Aug 2020
Cumulative Drawdown
Value of R100 invested on 1 Aug 2020
Multi Strategy Fund
SouthernCross Multi Strategy Prescient Retail Investor Hedge Fund
Equity
FTSE/JSE All Share Total Return Index
Bonds
FTSE/JSE All Bond Total Return Index
Cash
Alexander Forbes Short Term Fixed Interest Call Deposit Index
Return (%)
The annualised return achieved over the past 5 years
Risk (%)
Risk is defined as annualised downside standard deviation over 5 years
Cumulative Drawdown
Title | 12M | 3yr Ann | 5yr Ann | Since Inception |
|---|---|---|---|---|
SouthernCross Multi Strategy Prescient RIHF | 11.29% | 17.43% | 14.92% | 14.88% |
(ASISA) SA Multi-Asset High Equity | 15.01% | 13.48% | 11.99% | 11.97% |
Capped SWIX Total Return Index | 25.06% | 17.51% | 17.08% | 16.58% |
All Bond Total Return Index | 15.11% | 13.64% | 11.33% | 11.33% |
STeFi Call Deposit Index | 7.60% | 7.63% | 6.08% | 6.04% |
Title | Sharpe | Sortino | Standard Deviation | % + months |
|---|---|---|---|---|
SouthernCross Multi Strategy Prescient RIHF | 1 | 2.19 | 8.85% | 67% |
(ASISA) SA Multi-Asset High Equity | 0.83 | 1.66 | 7.19% | 67% |
Capped SWIX Total Return Index | 0.84 | 1.64 | 12.60% | 64% |
All Bond Total Return Index | 0.75 | 1.35 | 7.02% | 74% |