Listed Equity / The Opportunity

Enko Opportunity Growth Fund (EOGF) is a pan-Africa focused, multi-strategy fund that invests in listed securities with significant exposure to Sub-Saharan Africa.

The Opportunity

Africa’s accelerating capital market development, and improving risk/return tradeoff

Favourable macroeconomic environment driven by debt relief initiatives, rise in global commodity prices, increased political stability, and positive economic reforms

Robust economic growth in Sub-Saharan Africa, and rapid catch up from a low base in newly-reformed countries

Home to 1 billion people therefore companies should benefit from the emerging middle class and rising urbanization

One third of the world’s natural resources are in Africa, the supply of which is of strategic importance to fast-growing emerging market economies such as China and India

Growing service sector, which accounts for over 50% of Africa’s GDP

The current low return on investment in the developed economy, driven by low productivity and weak demographics, has highlighted the investment return opportunity offered by African markets

Africa’s accelerating capital market development, and improving risk/return tradeoff

Upwardly-trending FDI inflows