AG Capital Revelation IDS Retail Hedge Fund

The Revelation Fund is managed as a single manager multi-strategy Retail Hedge Fund. The portfolio is a global macro hedge fund and consists of geared exposure to various local and international financial instruments including equities, derivatives and fixed income instruments. The investment objective is to maximize the opportunities afforded the market over any given period of time and earn outsized returns through recognizing short to medium term opportunities in global financial markets through a variety of strategies. These strategies will include a deep focus on market positioning, sentiment, and expectations. Minimum investment: R100,000

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AG Capital Strategiq IDS Retail Hedge Fund

The Strategiq Fund is a Long/Short Equity portfolio investing pre-dominantly in listed equity and equity-related securities to generate return in excess of cash (STEFI) regardless of market direction. The portfolio seeks to grow investor’s capital in real terms over the long-term with a strong focus on downside protection and capital preservation. This Long/Short Equity portfolio seeks to achieve its investment objective by employing a team approach, whereby the portfolio’s assets are allocated to a variety of long/short investment strategies, thus integrating the expertise and experience of these investment professionals into a single fund. A rigorous risk management framework plays and essential role in achieving the funds objective. Minimum investment: R250,000

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AG Capital Equity Long Short IDS Retail Hedge Fund

The Equity L/S Fund’s investment strategy is focused on multiple short to medium term strategies in predominantly listed equity and equity-related securities to generate returns in excess of cash (STEFI). The portfolio seeks to grow investor’s capital in real terms over the long-term and earn outsized
returns through the recognition of short to medium term opportunities. The portfolio seeks to achieve its investment objective by employing a variety of long/short investment strategies. A rigorous risk management framework plays an essential role in achieving the fund’s objectives. Minimum investment: R100,000

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AG Capital Market Neutral IDS Retail Hedge Fund

The portfolio’s investment strategy is market neutral. The fund employs a long short policy by hedging a strong basket of instruments against a weak basket of instruments. The fund also utilises secondary strategies should market conditions demand such, resulting in a well balanced portfolio. The portfolio seeks to generate positive returns irrespective of market conditions and direction by offsetting positions and being overall neutral against the market. The strategy of the portfolio is to generate returns in excess of cash (STEFI) regardless of market direction, by utilising a market neutral approach. Minimum investment: R100,000

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AG Capital Rainbow IDS Retail Hedge Fund

The Rainbow Fund’s investment strategy is focussed on a combination of long and short strategies, with a bias towards long positions with the view that equity values will increase over time. The Market offers multiple opportunities and the fund will be seeking excellent risk reward opportunities while utilising both short-term and medium-term positions.
The investment policy includes a combination of:

• Evaluating market conditions, positions and exposure in the market;
• Considering flows and momentum into stocks or sectors;
• Short, medium and longer-term views; and
• Reviewing announcements, forecasts, and earnings.

The portfolio seeks to earn outsized returns through recognising short, medium and long term market opportunities. The strategy of the portfolio is to utilise a combination of long/short positions together with short/medium/long term views to reach to fund’s investment objectives. Minimum investment: R100,000

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Refinery AG Capital IDS Retail Hedge Fund

The portfolio’s investment strategy is focussed on multiple short to medium term strategies trading both long and short positions resulting in a strategic, well-balanced portfolio. A rigorous risk management framework plays an essential role in achieving the fund’s objective. The portfolio seeks to earn outsized returns through recognizing short to medium term opportunities in the market. The goal of the portfolio is to refine investment into products that have been traditional perceived as high risk while at the same time restricting downside through strict risk management principles. The strategy is investment management refined by focussing and combining multiple strategies. Minimum investment: R100,000

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Trofin Blue AG Capital IDS Retail Hedge Fund

The Trofin Blue Fund employs a quantitative algorithmic based long/short Equity strategy utilizing technical analysis to target stocks with high momentum over a defined period. The Fund Manager may employ both gearing and short selling strategies through the use of Derivative Instruments. Inclusion in this fund requires a minimum R50 000 lump sum investment.

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Trofin Red AG Capital IDS Qualified Investor Hedge Fund

The Trofin Red Fund employs a quantitative algorithmic based long/short Equity strategy utilizing technical analysis to target stocks with high momentum over a defined period. The Fund Manager may employ both gearing and short selling strategies through the use of Derivative Instruments. Inclusion in this fund requires a minimum R1 000 000 investment.

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