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Ci Alpha Fund


Fund details

The portfolio seeks to provide investors with long-term risk adjusted returns through investments in a diversified portfolio of quality companies. The portfolio will focus on active investment management and generating alpha through active sector and stock selection.

The portfolio will invest in assets in liquid form, preference shares, convertible stock, property and equity securities and non-equity securities deemed appropriate in order to achieve the portfolio’s objective. Apart from the above, the portfolio may also invest in participatory interests of portfolios of collective investment schemes registered in the Republic of South Africa or of participatory interests in collective investment schemes or other similar schemes operated in territories with a regulatory environment which is to the satisfaction of the manager and the trustee of a sufficient standard to provide investor protection which is at least equivalent to that in South Africa.

The portfolio may from time to time invest in listed and unlisted financial instruments, in accordance with the provisions of the Act, and the Regulations thereto, as amended from time to time, in order to achieve the portfolio’s investment objective. The manager may also include unlisted forward currency, interest rate and exchange rate swap transactions for efficient portfolio management purposes.

The Manager will be permitted to invest on behalf of the portfolio in offshore investments as legislation permits. At least 80% of the assets will be invested in equities at all times. The portfolio is classified as “Domestic” requiring a minimum investment in South African markets, currently 70%.