Investors should take cognisance of the fact that there are risks involved in buying or selling any financial product, and past performance of a financial product is not necessarily indicative of its future performance. The value of financial products can increase as well as decrease over time, depending on the value of the underlying securities and market conditions.
In February 2015 the South African Minister of Finance declared that hedge funds are to be regulated as Collective Investment Schemes (Unit Trusts). This means that in conjunction with the present requirement for hedge fund managers to hold a license from the Financial Services Board, the funds which they manage will in due course be of such a form that they comply with the provisions of the Collective Investments Schemes Control Act Number 45 of 2002. The final date for conformance with the related requirements specified under the Board Notice 52 is not determinable at this point in time.
The taxation treatment of returns is the investor’s responsibility. All returns are disclosed net of performance fees. We believe the information displayed is accurate and reliable, but no warranty of accuracy or reliability is given and no responsibility arising in any way for errors and omissions (including by way of negligence) is accepted by Kaizen Asset Management (Pty) Ltd. The information and documentation presented on this site do not constitute a solicitation, invitation or investment recommendation, and prior to selecting a financial product or fund it is recommended that investors seek specialised financial, legal and tax advice. The laws of the Republic of South Africa shall govern any claim relating to or arising from the contents of this site. Kaizen Asset Management operates under FSP License Number 43633.
In Switzerland the Kaizen Offshore Segregated Portfolio may only be offered or distributed to qualified investors. For this, the Kaizen Offshore Segregated Portfolio has appointed as Swiss Representative Oligo Swiss Fund Services SA, Av. Villamont 17, 1005 Lausanne, Switzerland, Tel: +41 21 311 17 77, email: firstname.lastname@example.org. Any Fund Documentation may be obtained free of charge from the Swiss Representative in Lausanne.
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