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Baymont Protected Equity FR Retail Hedge Fund  |  South African–Long Short Equity–Long Bias Equity
149.1231    +0.5453    (+0.367%)
NAV price (ZAR) Mon 12 Jan 2026 (change prev day)
 
Snapshot
<i><b>  Performance</b></i><hr/>This gauge shows the decile position of the fund against 72 Rand-denominated South African--Long Short Equity--Long Bias Equity funds over the last three years (needle right indicates above average performance)
Performance
<i><b>  Size</b></i><hr/>This gauge shows the size of the fund against all  Rand-denominated South African--Hedge Fund--Unclassified funds (needle right indicates a large fund, needle left a small fund)
Size
<i><b>  Diversification</b></i><hr/>This gauge shows the level of diversification relative to other funds in the same second-tier (long short equity) category (needle right indicates a well-diversified fund)
Diversification
<i><b>  Risk</b></i><hr/>This gauge shows the fund's level of historical risk relative to other funds in the South African--Long Short Equity--Long Bias Equity sector based on 3-year volatility (needle right indicates lower risk within the sector)
Risk
Fund Performance
  TRI
  NAV
   3 Months 6 Months 1 Year 3 Years 5 Years
Period    Return %Growth of R1 000
chart
* Not annualised
Key Facts and Fund Objective
Key Facts
Formation Date 1 Oct 2016
Fund Size (ZAR) 107 293 326
Latest Price 149.12
PlexCrowns
Total Expense Ratio (30/09) 2.20%
Minimum Investment-
TTM Distribution Yield -
Retail or QI Fund Qualified Investor Fund
Strategy -
Gross Leverage -
Win Loss Ratio -
Long Short Ratio -
Correlation -
Fund Objective
The fund is suitable for investors whose primary focus is achieving a steady yield above inflation whilst also participating in upside with the equity market. Yield will be made up of a combination of dividends and option premium income. Capital appreciation of the underlying holdings over the long term, in addition to yield are the features the fund seeks to capitalize. The fund allows for a maximum net exposure of 75% and portfolio construction focus is to reduce both risk and volatility relative to a general equity portfolio.
Asset Classes and Holdings
Asset Classes
 No Asset Allocation Data available
Top Holdings
 
Holdings data for this fund is not available.
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12 Jan149.12+0.55+0.37% 
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