Our funds

A look into our investment strategies and funds

Funds and Strategies

Our carefully selected range of funds target different investment objectives and are exposed to different levels of risk. Explore the positioning of each fund based on risk profile and potential returns.

Hedge Funds Strategy

Our hedge fund strategies employ sophisticated long and short positions to generate alpha across market cycles. We utilize fundamental research and quantitative models to identify mispriced securities and market inefficiencies, delivering consistent risk-adjusted returns regardless of market direction.

Market Neutral Retail Hedge Fund

Neutral bias, some equity upside, limited downside
Risk Level
Medium to High
Minimum Investment
ZAR 25,000

Key Features:

  • Long/short, market-neutral South African retail hedge fund
  • Targets absolute returns in excess of cash, with lower volatility and drawdowns than the SA equity market
  • Exploits opportunities in specific stock groups while maintaining neutral exposure to broad market groupings (sector, industry, market cap, region)

Performance Retail Hedge Fund

Long bias, equity-like returns at lower risk
Risk Level
Medium to High
Minimum Investment
ZAR 25,000

Key Features:

  • Long/short equity hedge fund targeting equity-like returns at below-equity levels of risk
  • Aims for absolute, risk-adjusted returns with low correlation to the market, regardless of market performance
  • Capital preservation is an overriding objective directing all strategies

SA Equity Strategy

SA Equity strategies focus on carefully selected equity investments with a disciplined approach. Our benchmark funds track market indices with minimal tracking error, while our best ideas funds concentrate on our highest conviction opportunities for outperformance.

FR Best Ideas Equity Fund

Benchmark agnostic, top investment pics
Risk Level
High
Minimum Investment
ZAR 0

Key Features:

  • Concentrated, benchmark-agnostic portfolio of up to 25 best-idea equities
  • Combines local and offshore listed companies
  • Aims for high long-term capital growth

FR Equity Fund

Benchmark cognizant SA Equity Exposure
Risk Level
High
Minimum Investment
ZAR 0

Key Features:

  • General equity portfolio focused on South African equity exposure
  • Benchmark-cognizant approach to managing growth and risk
  • Aims to sustain high long-term capital growth for investors

SA Property Fund

Property Income built for growth
Risk Level
Medium to High
Minimum Investment
ZAR 0

Key Features:

  • Property portfolio balancing moderate income with long-term capital growth
  • Broad investable universe: listed property/equity securities, property loan stock, notes, fixed interest, preference shares and liquid assets
  • Includes companies deriving a material portion of income from property investment

Balanced Strategy

Our balanced strategies provide diversification through optimal allocation across asset classes including equities, bonds, and alternative investments. We offer both global exposure and South Africa-focused portfolios tailored to different risk profiles and investment horizons.

FR Balanced Fund

Combining building blocks and proven asset class expertise
Risk Level
Medium to High
Minimum Investment
ZAR 0

Key Features:

  • Multi-asset managed portfolio combining proven asset-class building blocks
  • Targets a moderate to high long-term total return
  • Diversified strategy blending expertise across multiple asset classes

SA Balanced Fund

Combining building blocks and proven asset class expertise
Risk Level
Medium to High
Minimum Investment
ZAR 0

Key Features:

  • Domestically focused multi-asset managed portfolio
  • Combines proven asset-class building blocks and manager expertise
  • Targets a moderate to high long-term total return

Fixed Income Strategy

Fixed income strategies deliver stable, predictable returns through diversified bond portfolios and income-generating securities. Our bond fund focuses on investment-grade securities, while the flexible income fund adapts to changing market conditions to maximize yield opportunities.

FR Bond Fund

Active bond fund, reduce risk
Risk Level
Low to Medium
Minimum Investment
ZAR 0

Key Features:

  • Actively managed bond fund targeting returns above the FTSE/JSE All Bond Index (ALBI)
  • Combines active bond management with risk-reduction strategies
  • Focused on outperformance over time while managing downside risk

FR Flexible Income Fund

Sustainable income, stability of capital
Risk Level
Low
Minimum Investment
ZAR 0

Key Features:

  • Income-generating portfolio prioritizing a high level of sustainable income
  • Emphasis on stability of invested capital alongside income generation
  • Flexible mandate across income-generating asset classes

Global Equity Strategy

Global equity strategies capture opportunities across international markets. Our gems fund targets emerging market leaders, the global hedge fund employs long/short strategies worldwide, and our mining fund specializes in resource sector investments to capitalize on commodity cycles.

Capital Global Hedge Segregated Portfolio

Cash plus returns in USD
Risk Level
High
Minimum Investment
ZAR 100,000

Key Features:

  • Global hedge fund targeting cash-plus returns in excess of 10% p.a. in USD, on average, over a 3-year period
  • Exploits opportunities across global equities, quasi-equity products, fixed income and other collective investment schemes
  • Diversified, opportunistic global strategy

FR Global Resources Fund

Long-term capital growth through a diversified portfolio of global mining and metals equities
Risk Level
High
Minimum Investment
ZAR 0

Key Features:

  • Diversified portfolio of global mining and metals equities targeting long-term capital growth
  • Resources-related and global equity exposure always exceeds 80% of net asset value
  • Up to 10% flexibility to invest in related non-resources companies

Global Emerging Markets Feeder Fund

Blends active stock selection with macroeconomic preparedness for local investors
Risk Level
High
Minimum Investment
ZAR 0

Key Features:

  • Feeder fund giving local investors access to the All Weather Capital Global Emerging Markets Fund (Ireland-domiciled)
  • Blends active stock selection with macroeconomic risk preparedness
  • Objective: long-term capital growth via liquid assets plus offshore participatory interests

Global Emerging Markets Fund

Blends active stock selection with macroeconomic preparedness in USD
Risk Level
High
Minimum Investment
ZAR 10,000,000

Key Features:

  • USD-denominated general equity portfolio targeting long-term capital growth
  • Actively managed to outperform its benchmark (not benchmark-tracking), with tracking error capped at 4%
  • Combines active stock selection with macroeconomic risk awareness

Fund Risk & Return Profile

Our carefully selected range of funds target different investment objectives and are exposed to different levels of risk. Explore the positioning of each fund based on risk profile and potential returns.

How to Invest

Getting started with our investment funds is simple. Follow these four easy steps to begin your investment journey and achieve your financial goals.

01

Choose Your Strategy

Browse our fund strategies and select the one that aligns with your investment goals.

02

Review Fund Details

Download the info sheet and review the fund's performance, risk profile, and objectives.

03

Complete Application

Fill out the investment application form with your details and funding information.

04

Fund Your Account

Transfer funds to your investment account using your preferred payment method.

Get in Touch

Our experienced team is ready to provide assistance. Reach out directly to discuss your investment queries.
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Location

JHB: 9th Floor Katherine Towers,
1 Park Ln, Wierda Valley,
Sandton, 2196, South Africa Note that our entrance from Park Lane is on Wierda Road West

CPT: 10th Floor,
117 on Strand, Strand St,
Cape Town, 8001, South Africa

Business hours

Monday - Friday | 8:00 AM - 5:00 PM SAST
Closed on weekends and public holidays

Disclaimer

All Weather Capital (Pty) Ltd is an authorised Category II and IIA financial services provider in terms of the Financial Advisory and Intermediary Services Act No. 37 of 2002 (“FAIS Act”) with FSP number 36722. The information contained herein, should not be construed as advice as defined in the FAIS Act, neither does it constitute a solicitation, invitation or investment recommendation.

Investors should take cognisance of the fact that there are risks involved when buying, selling or investing in any financial product. The value of financial products can increase as well as decrease over time, depending on the value of the underlying securities and market conditions.

Past returns may not be indicative of future returns and an investor should seek independent professional financial, legal and tax advice relevant to their individual circumstances before making any investment decision.

The validity and accuracy of any illustrations, forecasts or hypothetical data are not guaranteed and are only provided for illustrative purposes. Investors should also take cognisance of the fact that Hedge Funds are collective investment schemes to which the prescribed provisions of the Collective Investment Schemes Control Act (No. 45 of 2002) apply.