X-Chequer Market Neutral Fund

The Fund aims to deliver consistent positive monthly returns with capital preservation being the focus. In return, we believe this will yield real returns over the medium term. With our focus on absolute performance, the Fund returns will typically be uncorrelated to the equity market.

Our investment universe is primarily South African equities. With our market neutral framework, limited use of index futures are made to hedge out market risk but rather individual shares.

The managers focus on a bottom-up, stock picking process, identifying opportunities with rigorous fundamental analysis. A top-down macro risk framework is applied to optimise the portfolio construction process.

The Fund aims to deliver a net return of cash plus five percent over all market cycles.

To contact us for more information on our Fund offerings please click here