/01

Investment Funds

Overview
DealFlow offers you index funds and also alternative funds. These invest in less familiar options but promise the same returns as the stock exchange. We have found creative ways to increase our clients’ bottom lines. Contact us for details and a conversation about how we can help you.
Home Icon
Select Investment Type
Location Icon
Location
Investment Funds
Hedge Fund
Long Short Alpha Fund (BT)

This Fund combines multiple hedge fund strategies, as executed by a select group of external investment managers. A return in the high single-digits is sought, but with low levels of volatility. Correlation to the major equity and bond indices is also intended to be low. The bulk of the Fund’s assets are allocated to two multi-team managers, with strategies including fundamental equity long-short, statistical arbitrage, equity market-neutral, fixed-income arbitrage, merger arbitrage and global macro.

deals@dealflowportal.com
Return = Kindly inquire
Risk = Kindly inquire
Min Investment = $1 Mill
Term = Quarterly (65 Days Notice)
Capital Growth = Yes
Income fund = No
Dividend = No
Fee = 1%
Investment Funds
Hedge Fund
Commodity Trend Fund (BT)

This Fund attempts to profit from perceived opportunities in the global financial and commodity futures markets through a predominantly trend-following approach. This approach is based on the belief that sustainable returns can be extracted from global macro markets through the identification and exploitation of inefficiencies created by capital flows. All investing is done on a systematic basis, with positions being taken through commodity, currency, interest rate and equity index futures markets. Interbank foreign exchange markets are also used..

deals@dealflowportal.com
Return = Kindly inquire
Risk = Kindly inquire
Min Investment = $1 Mill
Term = Monthly (20 Days Notice)
Capital Growth = Yes
Income fund = No
Dividend = No
Fee = 1%
Investment Funds
Mutual Fund
Smart Life Fund (DR)

This fund allows investors to participate in the growth of the life settlement industry . Through a single investment, investors are able to access multiple fund managers specialising in various life settlement strategies and have exposure to thousands of policies . The Fund identifies and invests into high quality managers within the life settlement industry creating a product with high diversity, and a wide range of underlying policy diversification (geographical, duration, counter parties etc

deals@dealflowportal.com
Return = Kindly inquire
Risk = Kindly inquire
Min Investment = $100k
Term = 12 month - Quarterly, 90 Days Notice
Capital Growth = Yes
Income fund = No
Dividend = No
Fee = 1,25%
Investment Funds
Mutual Fund
Precious Metals Yield ( WPUPMY)

The Precious Metals Yield Portfolio is designed for investors wishing to participate in capital markets, who seek exposure to the diversification benefits of precious metals. The portfolio is most appropriate for investors with a medium to long-term investment horizon.

deals@dealflowportal.com
Return = Kindly inquire
Risk = Kindly inquire
Min Investment = $10K
Term = None
Capital Growth = Yes
Income fund = No
Dividend = Yes 1,93%
Fee = Sliding scale
Investment Funds
Index Fund
Cautious Mandate (WP)

This Model Portfolio Index fund looks to deliver long-term capital growth with a cautious approach weighed towards lower risk assets such as cash and fixed income, but has limited exposure to higher risk assets such as equities. Asset class = 32% Equity / 64% Fixed Income / 4% Property

deals@dealflowportal.com
Return = Kindly inquire
Risk = Kindly inquire
Min Investment = $ 10K
Term = None
Capital Growth = Yes
Income fund = Yes
Dividend = Yes 0,75%
Fee = Sliding scale
Investment Funds
Mutual Fund
Income & Growth (WPUIG)

Designed to provide a sustainable income over time and preserve the purchasing power of assets over the medium-term. It is suitable for investors that require a regular income, while reducing the volatility associated with market related investments.

deals@dealflowportal.com
Return = Kindly inquire
Risk = Kindly inquire
Min Investment = $10K
Term = none
Capital Growth = Yes
Income fund = Yes
Dividend = Yes 4,5%
Fee = 1%