INVESTMENTS

FUNDS & FACTSHEETS

A differentiated range of pooled long-only and hedge strategies.

Abax Equity Prescient Fund

South African listed equities.

Abax Balanced Prescient Fund

Multi-asset, max 75% equity, max 45% global exposure. Regulation 28 compliant.

Abax SA Balanced Prescient Fund

Multi-asset, max 75% equity, South Africa only. Regulation 28 compliant.

Abax Absolute Prescient Fund

Multi-asset, max 40% equity, max 45% global exposure. Regulation 28 compliant.

Abax SA Absolute Prescient Fund

Multi-asset, max 40% equity, South Africa only. Regulation 28 compliant.

Abax Diversified Income Prescient Fund

Abax Active Income Prescient Fund

Flexible income, South Africa only.

Abax Global Equity Fund (USD)

Global listed equities.

Abax Global Equity Prescient Feeder Fund (ZAR)

Global listed equities, accessible in ZAR.

Abax Global Income Fund (USD)

Global fixed income.

Abax Fixed Interest Prescient Retail Hedge Fund

Abax RCIS Vega Retail Hedge Fund

Abax Agile Fixed Income Prescient Retail Hedge Fund

Abax Bao NCIS Market Neutral Retail Hedge Fund

Abax Long/Short Equity Prescient Retail Hedge Fund

Abax Alternative Prescient Retail Hedge Fund

Amplify SCI Flexible Equity Fund

Nedgroup Investments Entrepreneur Fund

Nedgroup Investments Flexible Income

Nedgroup Investments Opportunity Fund

Approach

Bottom-up, fundamental valuation driven.

Equity Investment

We are research-driven stock pickers extending our efforts deep into the investment universe and across the full market cap. Our portfolios typically consist of a core of higher quality businesses trading at attractive valuations, which we actively rotate depending upon shorter term prospects and recent price action. This core is complimented with a mix of emerging and cyclical companies at certain points in their cycle.

Multi-Asset Investment

Alongside traditional asset classes, we have the ability to look beyond and add value via a broader range of hybrid assets and strategies. Our valuation-based process quantifies how component drivers will contribute to each asset class and strategies’ expected return. We structure portfolios to achieve returns for an acceptable level of risk, marrying top-down views with bottom-up analysis of individual securities.

Fixed Income Investment

Our research-driven process identifies fixed income assets that have deviated from fair value, quantifying potential upside relative to downside. Our capabilities extend beyond traditional fixed income to include inflation-linked bonds, credit bonds, convertible bonds, listed property, and offshore fixed income assets. We generate performance by actively diversifying risk across high quality fixed income securities and strategies.

Responsible Investing

Responsible investing is integral to our investment process; believing that sustainable business practices lead to aligned investment success.

Our approach incorporates environmental, social, and governance (ESG), recognising that companies that manage these aspects better typically deliver superior long-term performance. We are active shareholders, driving change and allocating capital to businesses that continue to improve and contribute positively to society. (View our ESG Engagement Register)

Abax is a signatory to the UN-supported Principles for Responsible Investment (PRI), demonstrating our commitment to sustainable investment practices.