IAIM GLOBAL ALPHA FUND
The portfolio aims to outperform the MSCI World Index in ZAR (Benchmark), by 1% per annum by utilise a portable alpha strategy for optimal risk-adjusted returns.
Investment objective and strategy
The fund is a portable alpha equity fund, investing in South African or global equities and porting alpha from a defensive Hedge Fund.
Portable alpha is the application of financial engineering to improve a portfolio’s risk-adjusted return by adding a diversified source of alpha while maintaining the total portfolio’s market exposure.
The fund aims to outperform its selected equity benchmark at 1% over a rolling 3-year investment cycle.
This Fund is appropriate for investors seeking broad-based exposure to the equity market with consistently above-average returns. This Fund is appropriate for investors with a long-term investment horizon.
