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Afena Capital (Pty) Limited

PRI reporting framework 2018

You are in Organisational Overview » Basic information

Basic information

OO 01. Signatory category and services

01.1. Select the services and funds you offer

% of assets under management (AUM) in ranges

Further options for investment managers (may be selected in addition to the above)

01.3. Additional information. [Optional]

Established in 2005, Afena Capital is an independent investment management firm managing its clients’ funds across various asset classes. Our firm is firmly rooted in South Africa and has an unwavering commitment to always be a true reflection of our nation through the composition of our team.

Afena’s purpose is to professionally serve our clients while positively impacting the industries and communities within which we operate.


OO 02. Headquarters and operational countries

02.1. Select the location of your organisation’s headquarters.

South Africa

02.2. Indicate the number of countries in which you have offices (including your headquarters).

02.3. Indicate the approximate number of staff in your organisation in full-time equivalents (FTE).

10 FTE

02.4. Additional information. [Optional]

Afena Capital only has one office, in Cape Town, South Afirca. 


OO 03. Subsidiaries that are separate PRI signatories

03.1. Indicate whether you have subsidiaries within your organisation that are also PRI signatories in their own right.

03.3. Additional information. [Optional]

Afena Capital (Pty) Ltd became a signatory to the UNPRI before the establishment of Afena Capital Botswana. Afena Capital Botswana was sold in July 2016


OO 04. Reporting year and AUM

04.1. Indicate the year end date for your reporting year.

28/02/2018

04.2. Indicate your total AUM at the end of your reporting year, Exclude subsidiaries you have chosen not to report on and any advisory/execution only assets.

Total AUM
trillions billions millions thousands hundreds
Currency
Assets in USD
trillions billions millions thousands hundreds

04.5. Additional information. [Optional]

Afena Capital has been managing long only equity funds since 2005. The firm started managing a money market fund in 2014. Over 99% of the AUM is in listed equities.


OO 06. How would you like to disclose your asset class mix

New selection options have been added to this indicator. Please review your prefilled responses carefully.

06.1. Select how you would like to disclose your asset class mix.

Internally managed (%)
Externally managed (%)

 

Listed equity >50% 99.45 0 0
Fixed income 0 0 0 0
Private equity 0 0 0 0
Property 0 0 0 0
Infrastructure 0 0 0 0
Commodities 0 0 0 0
Hedge funds 0 0 0 0
Forestry 0 0 0 0
Farmland 0 0 0 0
Inclusive finance 0 0 0 0
Cash <10% 0.54 0 0
Other (1), specify 0 0 0 0
Other (2), specify 0 0 0 0

06.2. Publish asset class mix as per attached image [Optional].

06.3. Provide contextual information on your AUM asset class split. [Optional]

Afena Capital has been managing long only equity funds since 2005. The firm started managing a money market fund in 2014. Over 99% of the AUM is in listed equities.


OO 07. Fixed income AUM breakdown (Not Applicable)


OO 08. Segregated mandates or pooled funds (Not Applicable)


OO 09. Breakdown of AUM by market

09.1. Indicate the breakdown of your organisation’s AUM by market.

  Developed Markets
  Emerging, Frontier and Other Markets
Total100%

09.2. Additional information. [Optional]

Afena Capital's investment universe is defined as all shares listed on the Johannesburg Stock Exchange (JSE) that meet pre-defined liquidity requirements considering the size of assets we manage on behalf of clients. The JSE is an Emerging Market.


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