This is our pride. Reliable and solid, proven back-tested results. We have utilised a combination of the best of breed retail hedge funds, to create a fund of differing hedge funds, A fund of funds. The appeal of the Signal Offense Defense is that you are exposed to equity-like returns with significantly lower drawdowns. Ideally for investors who are seeking equity like returns with substantially lower volatility.
Medium to Long Term Investor
Allan Gray Investment Services (Pty) Ltd, Glacier by Sanlam
Our Fund Allocation Model is a rules based methodology that buys and sells best-of-breed Unit Trusts Hedge Funds and Value Equity Funds. We work on the principal that all the returns will revert back to their longer term mean (reversion to mean). A rigid rebalancing takes place when these fund returns get out of sync in relation to their long term means. This results in achieving good long term growth whilst mitigating risk. We are unconstrained in our allocation and therefore we are not bound by Regulation 28.
| 1 Yr Return | Avg. 3 Yr Return | Avg. 5 Yr Return | Avg. 7 Yr Return | Maximum Drawdown | Volatility | |
|---|---|---|---|---|---|---|
|
Signal Balanced Offense Defense |
9.02% |
14.87% |
16.12% |
15.21% |
-7.96% |
0.061 |
|
JSE Top 40 TR |
22.25% |
19.71% |
13.41% |
13.52% |
-21.47% |
0.183 |
0.10% pa to 0.50% pa (VAT excl)
0.50% pa to 1.00% pa
0.25% pa (VAT excl)
1% pa (VAT excl)
0.25% pa (VAT excl)
Nil
Our returns compare very favorably with the best equity funds and we achieve significantly lower drawdowns in times of market adversity, like in 2008.
We are flexible because of our size.
Our cost structure is very competitive – our total expense ratio (TER) compares favourably with the other hedge funds in the market place.
