Dynamic Alpha Fund

SOUTH AFRICAN FUND

Fund Objective

The goal of the Dynamic Alpha Fund is to generate strong absolute returns while maintaining capital stability. We aim to achieve long-term inflation-beating growth.

The Dynamic Alpha Fund has never had a negative year since its inception in December 2014.

Who should consider investing in the Dynamic Alpha Fund?

The Dynamic Alpha Fund is suitable for you if:

  • You want to achieve strong absolute returns, whilst protecting your capital
  • You are comfortable to assume a moderate level of market risk
  • You are ideally investing for at least two years

Performance net of all fees and expenses with all distributions reinvested

Value of R1 invested on 1 December 2014

(as at 31 July 2022)

Annualised net returns

(as at 31 July 2022)

clustered | amCharts

Net returns since inception

(as at 31 July 2022)

Net Return Dynamic Alpha
Fund		 SA Multi Asset -
Medium Equity Category
Cumulative 142.00% 52.84%
Annualised 12.22% 5.69%

Risk measures

(as at 31 July 2022)

Risk measures Dynamic Alpha
Fund		 SA Multi Asset -
Medium Equity Category
Maximum cumulative drawdown -8.19% -12.09%
Highest Annual Return 28.17% 24.40%
Lowest Annual Return -0.29% -7.76%
% Positive Months 72.83% 65.22%

Important information on the calculation of net returns and risk measures:

  • The calculation of net returns and the risk measures comprises data from the inception of the Peregrine Capital Dynamic Alpha en Commandite Partnership on 1 December 2014 until 31 July 2016, thereafter the data relates to the Peregrine Capital Dynamic Alpha H4 QI Hedge Fund (“Dynamic Alpha Fund”).
  • The Dynamic Alpha Fund does not have a benchmark and does not contribute towards the return of the ASISA South African Multi Asset – Medium Equity Category.
  • The South African Multi Asset – Medium Equity Category is defined in the ASISA Standard on Fund Classification for South African Regulated Collective Investment Scheme Portfolios.
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Risk Profile

Fund Fact Sheet
Email me the Fund Fact Sheet

The Fund Fact Sheet contains all the information and disclosures as required by the Financial Sector Conduct Authority  (FSCA).

Hedge Fund 101 Brochure

Portfolio Managers

Jacques Conradie

Chief Executive Officer and Portfolio Manager

Jacques joined Peregrine Capital in 2007 and is a Portfolio Manager of all the Peregrine Capital Funds, while also being Managing Director of the business. Jacques started his career at Old Mutual in 2006, where he worked in the Life Insurance Product Development team, and qualified as an Actuary. In 2005, as a student at Stellenbosch University, Jacques was awarded the Chancellor’s medal for being the top graduating student. He has represented South Africa at the International Mathematical Olympiad and International Olympiad in Informatics, winning Bronze medals at both events. Jacques is a member of the investment committee of the Mandela Rhodes Foundation and is a CFA charterholder.

David Fraser

Executive Chairman and Portfolio Manager

David co-founded Peregrine Capital in 1998 and is a Portfolio Manager of all the Peregrine Capital Funds, while also being Executive Chairman of the business. David started his career at Liberty Asset Management, where he was Assistant General Manager, mainly involved in non-consumer industrial company research. David was appointed Sector Research Head for this area in 1998. David qualified as a CA (SA) in 1994, after completing his articles at KPMG Inc.

Justin Cousins

Executive Director and Portfolio Manager

BAcc Sci cum laude, HDip Acc, CA (SA)

Justin joined Peregrine Capital in March 2013 and is a Portfolio Manager of all the Peregrine Capital Funds. He qualified as a CA (SA) in 2015, after completing his articles at Ernst and Young. Justin was nominated for the Dean’s list at the University of the Witwatersrand in 2006 and 2007.

Simon Steyn

Portfolio Manager

BCom (Hons), CFA

Simon joined Peregrine Capital in May 2009 and is a portfolio manager. Simon completed his BCom (Hons) in Investment Management at the University of Pretoria in 2008 and is a CFA charterholder. During his studies, he led and won the University of Pretoria’s final year BCom Investment Management Project.

Matthew Thomson

Portfolio Manager

BCom cum laude, PGDA cum laude, CA (SA), CFA

Matthew joined Peregrine Capital in May 2018 and is a portfolio manager. Prior to this, Matthew worked for Rezco Asset Management as an investment analyst for 18 months. Matthew qualified as a CA (SA) in 2017, after completing his articles via the Nedbank CA Training Programme and is a CFA charterholder. Matthew was placed 4th nationally in the 2014 SAICA ITC (First Chartered Accountant Board exam).

Key Facts

Fund inception
December 2014

Fund status
Open

Minimum investment
R1 million

Fund ISIN
ZAE000221982

email
info@peregrine.co.za

Our Investment Philosophy

Other Funds

High Growth Fund (SA Fund)
Pure Hedge Fund (SA Fund)
Global Equity Fund (USD Fund)