About the Fund

The Acumen Capital Philosophy

Our philosophy is to enhance returns by using disciplined investment processes combined with rigorous investment management principles.

Acumen Capital ensures that our clients objectives and risk profiles are clearly understood so that the optimal investment strategy is implemented.

Core Focus

Over 80 Years Collective Market Experience … both local and international, in a broad range of financial instruments. Proprietary Analytical Tools … specifically designed for the interest rate environment, combined with our global insight, enables us to identify valuation anomalies – the cornerstone of our competitive edge.

Cash flow and yield curve modeling techniques have been applied to managing trading portfolios, whilst structuring innovative interest rate solutions.

Fund Objective

The Fund aims to achieve positive returns regardless of the direction of interest rates, and capitalise on inefficiencies that occur as a result of supply and demand.

Investment Strategy

The portfolio focuses primarily on South African Government Bonds and interest rate derivatives such as swaps and FRA’s.

The various yields curves are analysed rigorously on a post and forward basis using in house proprietary analytical tools that have been built up to over the past 20 years. The portfolio aggressively takes advantage of short and medium opportunities and pricing anomalies but concentrate efforts on making gains over the long term.

Risk Profile

Medium-High

The risk-reward profile is based on historical data and may not be a reliable indication of the future risk profile of the portfolio. The risk category shown is not guaranteed and may change over time.

The lowest category does not mean the investment is risk free. There may be other special areas of risk relating to the investment including: market risk, liquidity risk and risks associated with the short selling of securities. Equity investments are volatile by nature and subject to potential capital loss.

The Manager and the Portfolio Manager do not render financial advice. Our risk indicator does not imply that the portfolio is suitable for all types of investors. You are advised to consult your financial advisor to determine the appropriateness of the product for your portfolio.