AfrAsia Bank - Annual Report 2015

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AfrAsia Bank Limited and its Group Entities
Annual Report 2015
page 155
* Fund performance prior to the launch date has been back-tested based on the fund’s investment strategy
** AfrAsia Parthers Fund was launched in April 2015, and only 3-months’ performance is available to-date
ACM has continued to build its product offering and in this respect, the Company has teamed up with several renowned asset
management houses. ACM maintains regular contact with these fund managers via conference calls and shared access to
their research database, thereby enhancing the portfolio management expertise of ACM and assisting in delivering appreciable
performance.
Looking Forward
ACM has come a long way since its major restructuring over the last quarter of 2013 and has reached its cruising speed. With the
team now fully integrated and continued synergy with the AfrAsia Group, ACM seeks to conquer new market ground and maintain
its reputation in providing innovative investment solutions.
AFRASIA CORPORATE FINANCE
AfrAsia Corporate Finance (ACF) is a niche, independent corporate finance adviser; providing clients with innovative structuring
and financial solutions. The AfrAsia Corporate Finance Team based in Johannesburg, South Africa, consists of Marisa Meyer and
Llewellyn Gerber; together they bring nearly three decades of experience.
Collectively, Marisa and Llewellyn have broad and deep experience in a variety of disciplines, ranging from Investment banking,
Capital Raise and Tax Advisory to Debt Capital Markets, Valuations and Fairness Opinions as well as M&A advisory.
ACF has been instrumental in prepping, executing and delivering on many strategic and multifaceted business transactions. Their
approach to partner with their clients rather than acting solely as advisors, coupled with their experience, connections and skillset,
means they are able to provide their clients across the African continent with a range of appropriate solutions, all the while offering
them the satisfaction that all their business requirements will be met.
ACM FUNDS LAUNCH DATE CURRENCY 6-MONTHS 1-YEAR 3-YEARS 5-YEARS
BOND FUNDS
ACM Global Bond Fund* 20-Nov-13 USD -0.67% -2.23% 9.06% 17.85%
Barclays Global Aggregate Index -3.08% -7.09% -2.40% 10.80%
Alpha 2.41% 4.86% 11.46% 7.05%
ACM High Yield Fund 29-Jun-12 MUR 3.14% 7.05% 20.39% N/A
AfrAsia Savings Rate + 2% 2.59% 5.28% 16.90% N/A
Alpha 0.55% 1.77% 3.49% N/A