5. . Countries covered include Argentina, Chile and Brazil. Amongst local players, we have the likes of Allan Gray, NinetyOne and others, whilst global players include Ishares and Blackrock. The Africa Hedge Fund List Contains detailed contact information for more than 30 hedge funds throughout Africa. RisCura conducted an analysis to see how hedge funds are faring in this space. Visio Capital - Updated Hedge Fund Company Profiles. LEARN MORE ANCHOR STABLE SNN RETAIL HEDGE FUND South African hedge funds attracted net inflows of R1.95bn in the first six months of 2022, compared with only R0.59bn for the 12 months ended December 2021. 130+ Hedge experts. This also means that hedge funds can generate positive returns when the market is underperforming. Between them, Peregrine and 36One manage 30% of South Africa's hedge fund assets. Sanlam African Frontier Markets. For example, BlackRock of New York City is the . Citywire A-rated Cy Jacobs, CIO at 36One, said investors could see that well-run hedge funds help to diversify portfolios during flat and negative markets. Asset managers and hedge funds Collective Investment Schemes (CIS) (both Hedge Funds and Unit Trusts are classified as CISs) CIS in securities. Investors in the Protea range of hedge funds can invest in one or more of our three funds according to their geographic exposure preference. FSCA regulated unit trust. Current firm AUM is US-Dollar 500 million. This fund earns a four-star performance rating, with a three-year annualised return of 8.6%. However, in periods of market shocks and fast-moving markets on . The Chobe Long short Fund invests mainly in South African equities, with up to 25% of NAV in other sub-Saharan countries . South African hedge fund outperforms global peers three years going. Dividends declared by South African companies are either exempt from income tax and subject to dividends tax at the rate of 20% or subject to income . BlackRock Alternatives, through its hedge funds team, has been partnering with clients to design and implement hedge fund solutions . By Patrick Cairns Posted 3 November, 2020 The South African hedge fund industry has been experiencing a decline in assets under management (AUM) since 2016. Richmind Investment. In 2003 the first SA fund of hedge funds was created. Laurium Capital is an independently owned investment manager, managing several hedge and long only funds in South Africa and the rest of Africa. Modern portfolio theory always dictates that a well-diversified portfolio should have a mix of asset classes that diversify the risk / return profile over time. . It provides a high level overview of hedge funds in South Africa. South Africa's hedge fund industry grew assets by 18% in 2021 to R86.9bn compared with 2020, thanks to improved performance and greater marketing of retail funds to a broader investor base. Top Hedge Funds Our hedge fund list could also be sorted by rank, AUM, portfolio. The challenges to hedge fund managers are constantly changing and we have the right experts to support our clients and the industry. Today, both retail and qualified investors have the opportunity to invest in hedge funds. The income tax rate for trusts is 45% and the effective CGT rate 36%. 4. His Protea South Africa Retail Hedge Fund returned a market-beating 24% last year, after deducting a 6% performance fee. Stanlib and Sanlam Investment Management . If you need help, please email support@profile.co.za or call us on 011-728-5510 (Mon-Fri 7am-6pm). JOHANNESBURG - South Africa's hedge fund industry is betting on new rules to help reverse a record drop in assets under management. Please Register (Free) to get access to our Africa Business Community, and to keep updated on AFSIC - Investing in Africa, Africa's investment event. By Mark Gilogley. Its Private Equity Funds I and II were among the 10 largest South Africa-based private equity funds launched over the last 10 years. MegaHedge has been supplying detailed, accurate, and timely hedge funds lists since 2006. Environmental, Social and Governance (ESG) investing is gaining increasing investor interest and momentum - a 2020 OECD report shows that portfolios with ESG integrated elements exceeded USD17.5 trillion for that year. The company is based in Johannesburg, South Africa and manages five funds in total: two local South African hedge funds, a Cayman based hedge fund and two mutual funds. After working for large institutions for many years, Steven Liptz and Cy Jacobs formed 36ONE Asset Management in 2004. Laurium Capital is one of South Africa's leading hedge fund managers. New guidelines from January will split funds into . Fund Factsheets Fund Name Ninety One also kept its second-ranking from 2019. South America Hedge Fund List $99.00 USD $79.00 USD Sale Pay in 4 interest-free installments of $19.75 with Learn more Quantity Add to cart The South America Hedge Fund List contains detailed contact information for more than 50 hedge funds throughout South America. With a regulatory framework in place, the South African hedge fund industry is likely to bring hedge funds within the scope of the Collective Investment Schemes Control Act, which will. The first step of establishing a hedge fund is understanding the rules and regulations of the local regulator - for example, in the UK, the Financial Conduct Authority (FCA) - the country's governing body that regulates hedge funds. Eighteen East Capital Merange Ventures Limited 22seven: Online Money Manager Invest in a 36ONE Hedge Fund. A reminder that this is a pre-beta release and doesn't yet contain all toolbox functions - the old site is still live. HedgeNews Africa is the most timely, accurate and independent source of information covering the alternative investment space across the emerging African continent and the South African hedge fund industry. We want to create awareness to our existing hedge fund base, which is over 60 regulated QIHFs and RHFs that have offshore portfolios in existence wishing to market to the South African public. by admin | Aug 14, 2014 | Hedge Fund Manager Profiles | 0 . Prime FX Multi-Trader Qualified Investor Hedge Fund: 18 Dec 2020: 49.7 : Prime Multi Asset Qualified Investor Hedge Fund: 3 Aug 2017: 60.3 : Prime Multi Strategy Qualified Investor Hedge Fund: 3 Apr 2017: 70.9 : Prime Reitway Leveraged Global Property RHF Feeder Fund: 24 Oct 2017: 65.7 : Protea South Africa SNN Retail Hedge Fund: 1 Jul 2017: 160.7 Some of the top holdings include MTN Group, Sasol LTD, and Naspers LTD. List Of Hedge Funds In South Africa A hedge fund is a pooled investment fund that trades in relatively liquid assets and is able to make extensive use of more complex trading, portfolio-construction and risk management techniques in an attempt to improve performance. Find below are the list of Hedge Funds In South Africa Laurium Capital The portfolio consists mainly of securities and includes local funds registered with the FSCA (most collective investment schemes fall in this category). It specializes in US $50,000 to $1,000,000 investments in early stage. Savannah Fund is a hedge fund that mainly targets high-growth technology like web and mobile startups in Sub-Saharan countries. South Africa's hedge funds remain a small part of the country's fund industry, which had assets of R1.8 trillion after an inflow of R77 billion during the year, according to the Association . In addition to the Act, and the Regulations, the Deed, as defined in the Act, will also provide some form of regulation. In a recent media release, the Association for Savings and Investments South Africa ("ASISA") indicated a growth of R13.66 billion in AUM in the South African hedge fund industry for 2021. Convergence Partners (9) T-6. South Africa Alpha Capital Management Limited ("SAACM") is an investment manager, founded on 10 December 2007 in Bermuda. Investors can boost their portfolio returns by including hedge . List of hedge funds. Countries covered include South Africa, Botswana, and Egypt. Detailed lists of hedge funds by region. List Of Hedge Funds In South Africa A hedge fund is a pooled investment fund that trades in relatively liquid assets and is able to make extensive use of more complex trading, portfolio-construction and risk management techniques in an attempt to improve performance. Medu Capital (18) 2. Here are some of the most popular hedge fund companies in South Africa; Avior Research (Pty) Ltd. B&P Group Financial Services (Pty) Limited Barnard Jacobs Mellet Holdings Limited Legae Securities (Pty) Ltd, Research Division RMI Investment Managers Rockwood Private Equity Trinitas Private Equity Aka Capital Laurium Capital Dividend data is now on the Fund Details page and Fees and Charges are best accessed via the Managers menu. EZA targets South Africa by tracking the MSCI South Africa Index, which targets publicly traded securities in the South African equity market. Here are the most active private equity investors in South Africa since the start of 2014, with their deal counts in parentheses: 1. South Africa. Sanne's detailed industry knowledge and expertise in hedge equips us to support the full range of operational issues relevant to hedge funds, funds of hedge funds and their managers. View Latest Fact Sheet. African Infrastructure Investment Managers (11) 5. The new proposal will allow retirement funds to invest 45% of the money they manage in South African infrastructure, though there will be a limit (25%) on how much can be invested with a single entity. South Africa: No Tax Relief For Hedge Funds? These funds are priced monthly and one calendar month notice is required prior to withdrawal. Tag: South Africa hedge funds. Nine funds tracked by Novare closed in the 12 months to the end of June, mostly due to the loss of seed capital or the departure of the fund's manager. Old Mutual Investment . If that is of interest or if we have not been able to resolve your query on List of Hedge Funds in South Africa then please get in touch with us at investments@invest-in-africa.co Other Information Sources Countries covered include South Africa, Botswana, and Egypt. The survey showed that OMIG remained the biggest asset manager among those 77 firms that participated in the survey even though its AUM had decreased 1.8% from June 2019 to R605.7 billion by the end of June 2020. Aurigin is currently being used by private equity funds, investment bankers, corporate advisories, banks, and family offices the world over. The company is . BettaBeta Equally Weighted Top 40 - The BettaBeta Equally Weighted Top40 Exchange Traded Fund tracks the performance of the companies in the FTSE/JSE Top 40 index, held in equal proportions of 2,5% each, calculated independently by the FTSE/JSE . They. You are currently looking at all Hedge Funds industry companies in South Africa. To compare answers across multiple jurisdictions, visit the hedge funds Country Q&A tool. The Draft Regulations define a 'hedge fund' as: "a collective investment scheme which uses any strategy or takes any position which could result in the portfolio incurring losses greater than its aggregate market value at any point in time, and which strategies or positions include, but are not limited to - (a) leverage; or The South African hedge funds industry ended 2020 with assets under management of R73.27 billion. Its AUM increased by 2% to R604 billion. 36One entered the hedge fund market in April 2006 and its oldest fund, the 36One SNN QI hedge fund, has an annualised return of 16.3%. The new regime introduced two categories of regulated hedge funds, being qualified investor hedge funds, which will be limited in their membership to private arrangements amongst qualified investors, and retail . proposed in order for South Africa to meet its G20 commitments. The effective marginal rates for individuals are 45% for income tax and 18% for CGT. Since the outbreak of Covid-19 asset classes have tumbled globally. The chapter was enacted due to the growing demand for SA hedge funds. Company: Peregrine Pacific Dunes Fixed Interest Hedge Fund. Contact Us About List of Hedge Funds in South Africa We are always looking to grow partnerships in Africa. However, South Africa also saw its first hedge fund blow-up when the ZAR200m Evercrest Aggressive Fund lost 66 per cent of its assets in April 2007 through a leveraged bet on a fall in the share . The largest country allocation is Nigeria, with 33.2%, followed by . Why South Africans are . Laurium offers two retail investor hedge funds (RIFs), and a qualified investor hedge fund (QIF). Statistics released by the Association for Savings and Investment South Africa (ASISA) show that assets under management increased by R4.35 billion in 2020 from the R68.92 billion managed by local hedge funds at the end of 2019. Includes everything from the top hedge funds in Africa to smaller boutique funds. Fund managers can exercise greater freedom in managing these funds than in the case of RHFs. Our analysis focused on the materials sector . The South African hedge fund industry ended 2017 with assets under management of R62.4 billion - a decline of R5 billion from the R67.4 billion managed at the end of 2016. When using the American standards to measure the number of South Africans that qualify to invest in a hedge fund, there are only 44 605 individuals in South Africa who qualify to invest in South Africa whereas in the US 18.6 million people are eligible to invest in hedge funds. By 2003 the industry had grown to R2.3 billion and the Alternative Investment Management Association (AIMA) SA chapter was formed. After attending the 10th HedgeNews Africa annual hedge fund symposium and awards ceremony Cape Town in late February, Jeanni Andrag-Coetzee, Senior Manager - Hedge Fund Client Management, believes there has never been a more compelling case for hedge funds in South Africa. PDF | On Jan 5, 2017, Boris Kouambo published An Examination of South African Market Neutral Hedge Funds | Find, read and cite all the research you need on ResearchGate Ethos Private Equity (16) 3. Commonwealth Africa Fund CAFRX | Fund $7.00 -0.99% $3.56 M 2.29% $0.16 0.13% 4.60% 1.65% 0.41% 1.81% . Share. They manage $1.16 billion in assets under management and were founded in 2004. Some of these managers also manage public funds and offer non-hedge fund strategies. Proptrax TEN Qualified Investor Hedge Funds (QIHFs) QIHFs are aimed at experienced or institutional investors who have R1 million or more to invest. Hedge Funds In South Africa. ADD TO CART $57.00 Excel compatibility We provide all our content in the XLS and CSV formats. View more Overview Returns Income Allocations Fees About Active ETFs Compare Name Price Net Assets YIELD & DIV 1Y 3Y 5Y 10Y E.R. Norton Rose Fulbright South Africa One often hears that hedge funds are unregulated in South Africa. Address and Contact InfoPrinciple . The analysis of South African hedge funds in relation to long-only Unit Trusts with the aim to better inform ordinary investors about the opportunities available to them to diversify their portfolio show that South African hedge fund outperformed traditional investment products.