Hedge Funds

OUR FUNDS MEET A RANGE OF RISK-RETURN NEEDS

Hedge funds are becoming increasing popular as an alternative strategies to enhance returns, generate income and provide diversification from other asset classes. At Amplify we’ve carefully identified, through our rigorous manager research and screening process, experienced next generation asset managers with diverse skillsets.

“We have identified, who we believe, are the best asset managers across both hedge funds and unit trusts.”

– Marthinus van der Nest, Head of Amplify.

TYPES OF HEDGE FUNDS

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SANLAM ALTERNATIVE RHO RIHF

This fund aims to maximise risk-adjusted returns with a large range of diversified positions and strategies across income instruments.

Managed by Marble Rock Asset Management

S-ALT UPSILON/SANLAM ALTERNATIVE VETA RIHF

This fund aims to provide high risk adjusted returns within a sound risk framework that identifies high quality, liquid credit instruments.

Managed by Terebinth Capital

SANLAM ALTERNATIVE ZETA RIHF

This fund aims to provide positive returns over the long term regardless of the direction of interest rates.

Managed by Acumen Capital

SANLAM ALTERNATIVE VEGA RIHF

This fund invests in high conviction opportunities uncorrelated to traditional asset classes providing capital growth over the long term.

Managed by Matrix Fund Managers

(Excludes Enhanced Long Short Equity… which is unallocated to a manager).

ADDITIONAL INFORMATION

Sanlam Alternative Rho Retail Hedge Fund

RISK PROFILE: Cautious

Fund Description

This is a fixed-income-focused hedge fund suitable for cautious investors with a long-term investment horizon. It aims to provide uncorrelated and superior, risk-adjusted returns through the dynamic implementation of investment strategies across a variety of underlying asset classes, primarily fixed-income securities. The fund may also invest or enter into transactions in listed and unlisted financial instruments (derivatives) and may invest offshore. Investments in this strategy are subject to the provisions and limitations of Board Notice (BN) 52 of 2015.

Fund Manager

This strategy is managed by Marble Rock Asset Management, an experienced fixed-income and commodities hedge fund manager whose team of multi-strategy portfolio managers pursues uncorrelated returns within a wide universe of markets from their own unique location.

Investment Strategy

Marble Rock Asset Management is an owner-managed asset manager established in 2014 by Flip du Plessis, an experienced fixed-income and commodities hedge fund manager. Marble Rock seeks capital appreciation for its investors through its management of a variety of alternative investment strategies across multiple asset classes and within a unique range of investment funds.

Fund Fact Sheet

Fund Insights

Sanlam Alternative Veta Retail Hedge Fund

RISK PROFILE: Cautious to Moderate

Fund Description

This is a cautious to moderate fixed-income-focused hedge fund concentrating on macro strategies. The aim is to provide returns in excess of 5% over benchmark on an average annual basis over rolling 36-month periods with a low degree of volatility. The strategy is primarily concentrated in the most liquid areas of the broader income spectrum, with a strong focus on risk management. Investments in this strategy are subject to the provisions and limitations of Board Notice (BN) 52 of 2015.

Fund Manager

This strategy is managed by Terebinth Capital, a specialist fixed-income asset manager with multiple hedge fund awards.

Investment Strategy

Terebinth Capital manages hedge funds through the application of quantitative and qualitative methodologies across three disciplines: structural/strategic, technical and tactical analysis. This strategy is actively managed with a focus on risk management, designed to provide investors with a high degree of confidence regarding liquidity.

Fund Fact Sheet

Fund Insights

Sanlam Alternative Zeta Retail Hedge Fund

RISK PROFILE: Moderate to Aggressive

Fund Description

This is a fixed-income-focused hedge fund strategy suitable for moderate to aggressive investors. It aims to achieve positive returns over the long term, regardless of the direction of interest rates, and capitalise on inefficiencies that occur as a result of supply and demand. This strategy invests primarily in South African government bonds and interest rate derivatives such as swaps and forward rate agreements (FRAs). Investments in this strategy are subject to the provisions and limitations of Board Notice (BN) 52 of 2015.

Fund Manager

This strategy is managed by Acumen Capital, an experienced fixed-income-focused asset manager, using in-house proprietary analytical tools that have been built over the past 20 years.

Investment Strategy

Acumen Capital enhance investors’ returns through the use of a disciplined investment process, combined with rigorous investment management principles. Their philosophy is based on the premise that the fixed-income market is misunderstood and, as such, there are several inefficiencies which they can take advantage of across the yield curve. Comprehensive analysis of cash flow valuations enables this strategy to exploit these inefficiencies using diversified investment strategies.

Fund Fact Sheet

Fund Insights

Sanlam Alternative Vega Retail Hedge Fund

RISK PROFILE: Aggressive

Fund Description

This aggressive fixed-income-focused hedge fund pursues opportunistic, directional, relative value and correlation strategies in the South African fixed-income and related derivative markets. It aims to achieve net annualised returns of cash + 8% over rolling three-year periods. The investment objective is pursued irrespective of the performance of the financial markets or any particular asset class. Investments in this strategy are subject to the provisions and limitations of Board Notice (BN) 52 of 2015.

Fund Manager

This strategy is managed by Matrix Fund Managers, a diversified asset manager with a team of highly qualified, multi-skilled investment managers boasting more than 140 years’ collective experience.

Investment Strategy

Matrix Fund Managers identifies hedge fund investment opportunities through macroeconomic forecasting and rigorous analysis of the term structure of interest rates. This fund’s investment strategies invest independently, without a house view approach.

Fund Fact Sheet

Fund Insights

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  • Disclaimer© Amplify 2020

    Amplify Investment Partners (Pty) Ltd is an authorised Financial Services Provider (FSP 712).

    Sanlam Collective Investments (RF) (Pty) Ltd (“SCI”) is a registered and approved Manager in terms of the Collective Investment Schemes Control Act. Collective investment schemes are generally medium- to long-term investments. Past performance is not necessarily a guide to future performance, and the value of investments/units /unit trusts may go down as well as up. A schedule of fees and charges and maximum commissions is available from the Manager on request. Collective investments are traded at ruling prices and can engage in borrowing and scrip lending. The Manager does not provide any guarantee with respect to either the capital or the return of a portfolio. The manager has the right to close the portfolio to new investors in order to manage it more efficiently in accordance with its mandate. Income funds derive their income primarily from interest-bearing instruments. The yield is current and is calculated on a daily basis. If the fund holds assets in foreign countries it could be exposed to the following risks regarding potential constraints on liquidity and the repatriation of funds: macro-economic, political, foreign exchange. The Manager retails full legal responsibility for the co-brand portfolio’s. Collective investments are calculated on a net asset value basis, which is the total market value of all assets in the portfolio including any income accruals and less any deductible expenses such as audit fees, brokerage and service fees. Forward pricing is used. Performance is based on NAV to NAV calculations with income reinvestments done on the ex-div date. Performance is calculated for the portfolio and the individual investor performance may differ as a result of initial fees, actual investment date, date of reinvestment and dividend withholding tax.