Fund Overview AUM Track Record Annualised Return Target Return Volatility Polar Star FR QIHF Relative Value Commodity R875 Million 15.8 Years 19.7 Percent 15-20 Percent 13.9 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. Collapse View Fund Facts Fund Launch October 2008 Portfolio Value R875m 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 66.9% Losing Months 33.1% Average Winning Month 3.7% Average Losing Month -2.7% 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 Invested in the Polar Star FR QIHF - Commodities (Net of fees) - Including Distributions US$ 337k SWIX TR indexUS$ 217k ZAR JIBAR 3 month - CashUS$ 102k Value of R100,000 invested since inception (Net of fees) - Including Distributions FusionCharts will render here Value of R100,000 invested since inception (Net of fees) - Including Distributions FusionCharts will render here Oct 2008 Jul 2024 select chart type Total OVERTIME CORRELATION resources invest now excel returns
INVEST WITH POLARSTAR Introduction note about onboarding of investors and what to do as next steps. INVEST WITH POLARSTAR Collapse View INITIAL INVESTMENT PROCESS Step By Step supporting documentation 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: Email Scan dated & certified copies of application, CRS form and KYC documentation to our administrator: Investor_Services@apexfs.group CC: info@polarstarfunds.com