The information on the Adviser and Institutional areas of this site have been tailored for investment professionals. Appropriate product, fund and service information
for private investors can be accessed on the Personal area of our site. Terms & conditions.
South African Hedge funds are regulated in terms of the Collective Investment Schemes Control Act (CISCA), with a distinction being made between Retail Investor Hedge Funds (RHFs) and Qualified Investor Hedge Funds (QIHFs).
Sanlam Collective Investments administers a range of both RHFs and QIHFS across the risk spectrum on behalf of the Sanlam Group and selected co-branded partners. Within these, we offer a range of single and multi-managed options, offering access to both niche and established managers.
RHFs are aimed at investors who meet the investment minimum of R50 000. These funds are priced daily and investors can withdraw their funds within a month. The regulations around these funds are also more prescriptive than those applying to QIHFs.
Note: Changes to an existing investment, such as an additional lump sum, ad hoc increase in monthly debit order contributions or changes in intermediary fees, may result in a change to the Effective Annual Cost. To obtain an updated calculation please contact us on 0860 100 266.
QIHFs are aimed at astute or institutional investors who have R1m or more to invest. These funds are priced monthly and one calendar month notice is required prior to withdrawal. Fund managers can exercise greater freedom in managing these funds than in the case of RHF.
Capricorn Capital Group manages a suite of funds, offering the most relevant choices of capital preservation, capital appreciation and geographical diversification.
An investment strategy where the market return (beta) and excess return (alpha) are initially managed as isolated strategies and thereafter combined to present an index plus alpha return profiled fund.
An investment strategy where the manager buys shares that are expected to rise (i.e. takes a long position) and shorts shares (sells shares they don’t own) that are expected to decline in value.
An investor with demonstrable knowledge and experience in investments, or who has appointed a Financial Service Provider to advise them regarding hedge funds, and who is able to meet the R1million investment criterion.
An investment manager who selects other underlying investment managers to manage the assets in a portfolio. Thus their skill is in selecting skilful managers.
Using derivatives, short selling or borrowed money to invest and gain greater market exposure, with the aim of enhancing the potential return of a fund.
Selling a security you do not own.
Sanlam Collective Investments call centre
+27 21 916 6910
To tell us about your experience, visit our Compliments and Complaints Centre.
Postal addressPO Box 30
Street addressSanlam Head Office
2 Strand Road