Fund

Fund
Overview
AUM
Track Record
Annualised
Return
Target
Return
Volatility

Polar Star FR QIHF

Relative Value Commodity
R826 Million
15+ Years
19.7 Percent
15-20 Percent
14.0 Percent

  • Our flagship fund applies diversified relative value strategies to the persistent structural and cyclical anomalies within global agricultural and energy-linked commodity markets. Trade themes are founded on supply and demand imbalances in the underlying physical commodity markets driven by fluctuations in the annual consumption and production of agricultural commodities.

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  • Fund Facts

    Fund Launch October 2008
    Portfolio Value R826m
    Share Class ZAR Class
    ISIN ZAE000224382
    Bloomberg PSFZAR1 SJ
    Target Returns 15%-20%
    Fund Liquidity Monthly
    Redemption Notice 30 day notice period
    Min. Initial Investment ZAR1,000,000
    ASISA Classification *CIS Qualified Investor Hedge Fund Worldwide– Other

  • Quick Statistics

    Maximum Drawdown -12.4%
    Months to Recover 22 Months
    Winning Months 66.7%
    Losing Months 33.3%
    Average Winning Month 3.8%
    Average Losing Month -2.8%
    Best Month 18.1%
    Worst Month - 12.0%
    MONTHLY RETURN CORRELATION - EQUITY SWIX TR Index: 0.0
    MONTHLY RETURN CORRELATION - BONDS ALB TR Index: 0.0

performance

Oct 2008 Mar 2024

resources

INVEST WITH POLARSTAR

Introduction note about onboarding of investors and what to do as next steps.

INITIAL INVESTMENT PROCESS

Step By Step

  • Step One

    Download & complete the application form

    Individual
    Entity / Trust
  • Step Two

    Collate & Certify KYC Documentation for new beneficiary

    Individual
    Entity /Trust
  • Step Three

    E-mail certified application & KYC documentation for approval to Investor_Services@apexfs.group & info@polarstarfunds.com

  • Step Four

    Await email from administrator (Apex Fund and Corporate Services SA) approving the application to invest

  • Step Five

    Transfer investment to fund(s) bank account

  • Step Six

    Email copy of payment as per KYC requirements to:
    Investor_Services@apexfs.group & info@polarstarfunds.com

  • Step Seven

    Apex will issue contract via e-mail for investment within 10 business days after month end

ADMINISTRATOR REQUIRES THE DOCUMENTS IN EITHER OF THE FOLLOWING FORMATS TO MEET WITH REGULATIONS: