The Edify Retail Hedge Fund Awards is a platform that recognises excellence in the Retail Investor Hedge Fund (RIHF) sector.
Edify
Awards
The awards programme fosters engagement between hedge fund managers, financial advisers, and investors, enhancing education and understanding of the
hedge fund sector with a specific focus on the retail market. By addressing common misconceptions and the limitations of ASISA hedge fund categories, the
awards will help investors evaluate hedge funds more effectively based on their risk profiles. The awards aim to build credibility for hedge fund managers
among the wider retail investor base, which has thus far had limited exposure to hedge fund products.
Awards
Criteria
- Nominees are the top 5 funds based on the highest 3-year annualised returns.
- The ultimate Winner is the fund with the highest risk-adjusted return among nominees.
- Sortino Ratio will be utilised as the measure of risk-adjusted return.
- Sortino Ratio was selected as a measure that does not penalise volatility to the upside, and emphasises the positive skew of asymmetric returns.
- The Awards explicitly consider South Africa-focused funds only. Funds with global or worldwide investment mandates are excluded from consideration.
Categories
Best Fixed Income Retail Hedge Fund
Matrix SCI Fixed Income RHF
Best Equity Retail Hedge Fund: Defensive
Peregrine Capital Pure Hedge RHF
Best Equity Retail Hedge Fund: Growth
Visio Retail FR RIHF
Best Multi-Strategy Retail Hedge Fund
Peregrine Capital High Growth RHF
2025
Edify Retail Hedge Fund Awards
WINNER
Best Equity Retail Hedge Fund: Growth
Visio Retail FR RIHF
Cogito Alpha Long Short Prescient RHF
Fairtree Silver Oak Equity Long Short FR RIHF
Oyster Catcher RCIS Long Short RHF
Steyn Capital FR RHF
WINNER
Best Equity Retail Hedge Fund: Defensive
Peregrine Capital Pure Hedge RHF
Laurium Market Neutral Prescient RIHF
Nitrogen Nitrogen RCIS RHF
Oyster Catcher RCIS Smart Alpha RHF
SouthernCross NCIS Market Neutral RHF
WINNER
Multi-Strategy Retail Hedge Fund
Peregrine Capital High Growth RHF
Blue Quadrant Capital Growth Prescient RIHF
Marble Rock NCIS Keystone FICC RHF
Obsidian SCI Multi Asset RHF
SouthernCross Multi Strategy Prescient RIHF
WINNER
Best Fixed Income Retail Hedge Fund
Matrix SCI Fixed Income RHF
Abax Fixed Interest Prescient RIHF
Abax RCIS Vega RHF
Fairtree Fixed Income FR RHF
Terebinth FI Macro FR RHF
2024
Edify Retail Hedge Fund Awards
WINNER
Best Equity Retail Hedge Fund: Growth
Anchor Stable FR Retail Hedge Fund
36ONE FR Retail Hedge Fund
Abax Long/Short Equity Prescient RI Hedge Fund
AG Capital Opportunity FR Retail Hedge Fund
AG Capital Rainbow FR Retail Hedge Fund
WINNER
Best Equity Retail Hedge Fund: Defensive
Peregrine Capital Pure Hedge RHF
Abax Bao NCIS Market Neutral RIF
Bateleur Market Neutral Prescient RI Hedge Fund
Nitrogen Nitrogen RCIS Retail Hedge Fund
WINNER
Best Multi-Strategy Retail Hedge Fund
Peregrine Capital High Growth RHF
Marble Rock NCIS Keystone FICC Retail Investor Hedge Fund
SouthernCross Multi Strategy Prescient RI Hedge Fund
X-Chequer Duo Multi Strategy FR Retail Hedge Fund
WINNER
Best Fixed Income Retail Hedge Fund
Terebinth FI Macro FR Retail Hedge Fund
Abax Fixed Interest Prescient RI Hedge Fund
Abax RCIS Vega Retail Hedge Fund
Acumen AcuityOne FR Retail Hedge Fund
