Acumen Capital was established in 2001 by Stuart Conway and Mark O’Brien.
The initial purpose of the company was to act as a structured intermediary between market participants in South African interest rate products. Greg Kamstra joined the company in March 2007, to focus on the management of 3rd party capital, resulting in the launching of the AcuityOne hedge fund in September 2009.
Risk Profile
LOW
LOW-MEDIUM
MEDIUM
MEDIUM-HIGH
HIGH


Fund Details
  • Investment Manager:
  • Acumen Capital (Pty) Ltd
  • Portfolio Managers:
  • Stuart Conway, Mark O’Brien, Greg Kamstra
  • Inception Date:
  • September 2009
  • CISCA Incepton Date:
  • 1 September 2016
  • Domicile:
  • South Africa
  • ASISA Classification:
  • Retail Hedge Fund – South African – Fixed Income
Fund Profile
The Acumen AcuityOne FR Retail Hedge Fund is a fixed income focused Portfolio. Investments of the portfolio will be subject to the provisions and limitations of Board Notice (BN) 52 of 2015.

Investment Strategy
The portfolio focuses primarily on South African Government Bonds and interest rate derivatives such as swaps and FRA’s. The various yield curves are analysed rigorously on a past and forward basis using in house proprietary analytical tools that have been built up over the past 20 years. The portfolio aggressively takes advantage of short and medium opportunities and pricing anomalies but concentrates efforts on making gains over the long term.

Types of Assets in which the Portfolio may invest
  • Money Market Instruments
  • Bonds
  • Derivatives
  • Unlisted Swaps and Forwards

Most Expensive Fee Class
  • Class: 2
  • Management fee: 1.5%
  • Incentive fee: 20%

For additional fund/related information

Should you require any additional information on any of the Financial Services, products and costs charged by Acumen Capital please contact the FSCA for more information

PHONE: 012 428 8000
PHYSICAL: 41 Matroosberg Rd, Ashlea Gardens, Pretoria, 0002
MAIL: enquiries@fsca.co.za

Should you require any additional information on any of the Financial Services, products and costs charged by Acumen Capital please contact the FSP for more information

PHONE: 011 467 8460
MAIL: info@acumencapital.co.za

Latest Fund Return Figures
1 Year (annualised): 8.46%
3 Year (annualised): 8.00%
5 Year (annualised): 9.14%
10 Year (annualised): 11.47%
Year to date return: 4.28%
Since inception (annualised): 16.11%
Since inception: 817.34%


Source: Apex Fund and Corporate Services SA (Pty) Ltd as of June 2024