Pipeline Project

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Disclaimer

Barak Fund Management will not be liable for any special, indirect, incidental, consequential or punitive damages or any damages whatsoever, whether in an action of contract, statute, delict (including, without limitation, negligence) or otherwise that relate to the use of this website. All information contained in this website pertaining to products and services and their terms and conditions, is subject to change without notice.

Although care has been taken as to what is contained in this website, no attempt has been made to give definitive or exhaustive statements of law or any opinions on specific legal issues and no representation is made or warranty given that the information is complete or accurate. This website does not constitute or offer legal or other advice and you should not rely on it as such advice.

Past performance is no guarantee of future returns and the fact sheets provided are for illustrative purposes only. The value of investments and income that are dependent on the performance of underlying assets or other variable market factors may vary from time to time. Investors must take cognisance of the fact that all the information provided are of historic nature.

Use of the website is entirely at the users own risk. Anyone requiring advice on any of the matters referred to herein should consult lawyers or other professionals familiar with the appropriate jurisdiction and legislation.

This Site contains information from Barak Fund Management and about the investment Funds it advisers. The information contained herein does not constitute a distribution, an offer to sell or the solicitation of an offer to buy. The distribution of information contained on this Site and the sale of shares in the Funds may be subject to legal or regulatory restrictions in certain countries in which users are resident or of which they are citizens.

This Site and its contents are being made available for the convenience of the present Investors of the Funds and such other persons expressly authorized by Barak Fund Management (“Authorized Persons”) for information purposes only, provided such Investors and Authorized Persons are not prohibited by any applicable law of any jurisdiction from receiving such information. Persons accessing this Site are therefore required to inform themselves about and observe such restrictions.

Barak Fund is an authorised financial services provider.

Disclaimer

Barak Fund Management will not be liable for any special, indirect, incidental, consequential or punitive damages or any damages whatsoever, whether in an action of contract, statute, delict (including, without limitation, negligence) or otherwise that relate to the use of this website. All information contained in this website pertaining to products and services and their terms and conditions, is subject to change without notice.

Although care has been taken as to what is contained in this website, no attempt has been made to give definitive or exhaustive statements of law or any opinions on specific legal issues and no representation is made or warranty given that the information is complete or accurate. This website does not constitute or offer legal or other advice and you should not rely on it as such advice.

Past performance is no guarantee of future returns and the fact sheets provided are for illustrative purposes only. The value of investments and income that are dependent on the performance of underlying assets or other variable market factors may vary from time to time. Investors must take cognisance of the fact that all the information provided are of historic nature.

Use of the website is entirely at the users own risk. Anyone requiring advice on any of the matters referred to herein should consult lawyers or other professionals familiar with the appropriate jurisdiction and legislation.

This Site contains information from Barak Fund Management and about the investment Funds it advisers. The information contained herein does not constitute a distribution, an offer to sell or the solicitation of an offer to buy. The distribution of information contained on this Site and the sale of shares in the Funds may be subject to legal or regulatory restrictions in certain countries in which users are resident or of which they are citizens.

This Site and its contents are being made available for the convenience of the present Investors of the Funds and such other persons expressly authorized by Barak Fund Management (“Authorized Persons”) for information purposes only, provided such Investors and Authorized Persons are not prohibited by any applicable law of any jurisdiction from receiving such information. Persons accessing this Site are therefore required to inform themselves about and observe such restrictions.

Barak Fund is an authorised financial services provider.

Data Room

To access detailed information regarding our funds simply provide your details below, specify your interests and our team will contact you.

01

Barak Funds

Portfolio

Barak currently manages six funds, with cumulative AUM in excess of USD 1 billion. The flagship Barak Structured Trade Finance Fund was launched in February 2009, with the other Barak funds formed in mid- 2014 and early 2016 respectively. Being able to provide short, medium and long term financing solutions is what underpins Barak’s goal of being the leading alternative financier across Africa

STRUCTURED TRADE FINANCE FUND

(Tenor: 200 Days) Asset/Commodity-Backed Structured Trade Finance Fund focusing on African alternate financing opportunities

Track record of 9.5 years, no negative monthly returns recorded since inception. Solid year-on-year growth has seen global expansion of a range of diversified investors and partners into the Fund.

Portfolio currently working with 100+ counterparties across 20 countries and 25 commodity sectors. 

Investment Universe: Small and medium sized sub-Sahara African businesses projecting strong underlying growth and cash flow generation with secure returns.

The Fund has created a diverse investment portfolio to mitigate economic, sector and volatility risk, which capitalises on the Fund’s independence and absence of conflicts. Due to its broader agricultural fund platform, strong diversification is formed across Geography, Industry, Sponsor, and Strategy.

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IMPACT FINANCE FUND

(Tenor: 180 Days) Asset/Commodity-Backed Structured Trade Finance Fund focusing on African alternate financing opportunities with an Impact Investment focus

The Fund will not invest in any fossil fuel assets such as coal, diesel or petroleum, any metals, minerals and ores extracted from the ground, in any business where the primary business is that of extraction of minerals or any such commodities. The Fund may invest in bitumen, paraffin and kerosene, fertiliser products such as urea, MAP, ammonia nitrate, CAN, phosphorous rock and acid sulphur and sulphuric acids.

The Fund will leverage off of globally-recognized Impact Investment Key Principles in order to construct its own set of Barak Impact Reporting Criteria.

Key Impact Criteria include:

  • Job Creation
  • Equality and Empowerment
  • Wage Increase
  • Food Security
  • Agricultural Productivity
  • Environmental and Social Responsibility

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SHARIAH TRADE FINANCE FUND

(Tenor: 180 Days) The Barak team has a unique aptitude to harness opportunities which consistently outperform in all macroeconomic scenarios by constructing portfolios according to investment mandate whilst applying their individual flair for deal structuring.

Asset/Commodity-Backed Structured Trade Finance Fund focusing on African alternate financing opportunities with the underlying structure being fully Shariah-compliant. Shariah-compliant reporting a necessity for the Fund, working with Fund Scholars in both South Africa as well as out of the Middle East

Active Fund marketing within the Middle Eastern regions where the demand for Shariah-financing is rife.

Collaborating with Bahrain’s leading private investment bank Ibdar Bank, launching the relationship in November 2016.

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MIKOPO STRUCTURED CREDIT FUND

(Tenor: 1-5 Years) The Mikopo Fund (Mikopo meaning “Credit” in Swahili) focuses on providing asset-backed short- to medium-term trade, working capital and expansion capital finance to African SMEs, in support of development

The Fund’s objective is to generate sustainable risk-adjusted USD returns, targeting 12+% per annum, on capital over the medium term (3 years), with investments that are supported by a pool of high quality collateral.

Credit and yield enhancement of the portfolio can be provided through a first loss underwrite: loan-to-value- approximately 80%; Barak’s conviction in ability to source quality deals is actionable through this structure. Gearing of up to 200% generates the equity enhancements as well as the profit warrants/options structure.

Barak is tapping into an opportunity set that lends itself to the investment objective: More than 50% of individuals in Africa have no access to formal financial institutions. Only about 30% of small and medium-scale enterprises, have access to credit from banks.

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ASHA IMPACT FUND

(Tenor: 5-7 Years) The Barak Asha Impact Fund focuses on providing Mezzanine loan finance to African SMEs projecting strong underlying growth and cash flow generation in support of development impact, primarily in the agri-sector

The Asha Fund identifies assets in growth markets, providing an alternative option to traditional funding, these funds will be utilized for expansion and growth of core businesses which have a strong focus on social impact.

The Fund’s objective is to generate sustainable risk-adjusted returns, targeting 12-16% per annum USD returns. Debt of varying maturities is secured by tangible operating assets and cash flows with the option to convert to equity.

Agricane Agricultural Development and Management Consultants fulfil the role within the fund of being the agricultural specialists, with the remit to manage all investments that the Barak Asha Finance Fund invests in. They have been retained for monitoring, measuring and reporting on our predefined impact criteria.

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SHANTA COMMODITY FUND

(Tenor: Monthly) The fund focuses primarily on relative value and directional trading opportunities within the agricultural commodity markets.

By applying a combination of extensive fundamental research, rigorous quantitative and technical analysis the portfolio seeks superior performance through identifying both short and long term trading strategies.

The fund will also at times deploy macro and currency related strategies that  omplement the portfolio.

Accessing a range of listed products, including options and derivatives, the fund invests primarily in listed agricultural commodity instruments.

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