Traditional
Traditional investments refer to more conventional asset classes that help build wealth by balancing risk and stability. Our approach includes core asset classes, including equities, bonds and cash, guided by thorough research and careful risk management.
Explore Traditional
We provide a range of traditional investment options, including equities, fixed income, and balanced portfolios. Our approach is grounded in rigorous research and disciplined processes, aimed at achieving long-term performance and effective risk management.
Equity
Equity unit trusts capitalise on opportunities in the stock market. By adapting to changing market conditions, these investments aim to provide potential for growth and diversification, helping investors achieve their long-term financial goals.
Equity funds
Fairtree Select Equity Prescient Fund
Risk
High
Asset holdings
Equity
Inception date
01 Dec 2018
Fairtree Global Equity Prescient Feeder Fund
Risk
High
Asset holdings
Equity
Inception date
01 Jan 2017
Fairtree Global Equity Fund
Risk
High
Asset holdings
Equity
Inception date
01 Sep 2021
Fairtree Global Emerging Markets Prescient Fund
Risk
High
Asset holdings
Equity
Inception date
01 Feb 2020
Fairtree SA Equity Prescient Fund
Risk
High
Asset holdings
Equity
Inception date
01 Nov 2011
Fairtree Equity Prescient Fund
Risk
High
Asset holdings
Equity
Inception date
01 Nov 2023
Fairtree Assegai Equity Long Short FR QIHF
Risk
High
Asset holdings
Equity
Inception date
01 May 2012
Fairtree Equity Market Neutral FR QIHF
Risk
Low – Medium
Asset holdings
Equity
Inception date
01 Nov 2003
Fairtree Silver Oak Equity Long Short FR RIHF
Risk
High
Asset holdings
Equity
Inception date
01 Apr 2022
Fairtree Assegai Segregated Portfolio USD
Risk
High
Asset holdings
Equity
Inception date
20 Dec 2021
Fixed income
Our fixed income strategies focus on generating reliable returns while managing risk effectively. We invest across interest-bearing instruments, offering stability and growth potential for institutional portfolios.
Fixed Income funds
Fairtree Fixed Income FR RIHF
Risk
Medium – High
Asset holdings
Fixed Income
Inception date
01 Jan 2010
Fairtree Global Flexible Income Plus Fund
Risk
Medium
Asset holdings
Multi-Asset
Inception date
01 Jan 2019
BCI Fairtree Global Income Plus Feeder Fund
Risk
Low – Medium
Asset holdings
Multi-Asset
Inception date
12 Apr 2019
Fairtree Proton RCIS RIHF
Risk
Low – Medium
Asset holdings
Fixed Income
Inception date
01 Aug 2005
Fairtree Bond Prescient Fund
Risk
Low – Medium
Asset holdings
Interest Bearing
Inception date
01 May 2021
Fairtree BCI Income Plus Fund
Risk
Low
Asset holdings
Multi-Asset
Inception date
12 Mar 2014
Fairtree SA Money Market Prescient Fund
Risk
Low
Asset holdings
Interest Bearing
Inception date
01 Mar 2019
Fairtree ALBI Plus Prescient Fund
Risk
Low – Medium
Asset holdings
Interest Bearing
Inception date
01 Apr 2017
Multi-asset
Multi-asset investing involves combining a variety of asset classes—such as equities, bonds, and alternatives—into a single, diversified portfolio. This approach is designed to balance risk and return, providing growth potential while offering protection during market downturns.
Multi-Asset funds
Fairtree BCI Select Cautious Fund
Risk
Low – Medium
Asset holdings
Multi-Asset
Inception date
29 Jul 2014
Fairtree Flexible Balanced Prescient Fund
Risk
Medium
Asset holdings
Multi-Asset
Inception date
01 Jun 2013
Fairtree SA Balanced Prescient Fund
Risk
Medium – High
Asset holdings
Multi-Asset
Inception date
01 Oct 2024
Fairtree Balanced Prescient Fund
Risk
Medium – High
Asset holdings
Multi-Asset
Inception date
01 Jan 2017
Fairtree Invest Strategic Factor Prescient Fund
Risk
Medium – High
Asset holdings
Multi-Asset
Inception date
01 Dec 2019
Fairtree Worldwide Multi-Strategy Flexible Prescient Fund
Risk
Medium – High
Asset holdings
Multi-Asset
Inception date
01 Sep 2018
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Awards
Our awards reflect the hard work and dedication we bring to delivering investment excellence.
FundHub Industry Performance Awards
South African – Equity – SA General (10 years) category – Fairtree Equity Prescient FundFundHub Industry Performance Awards
South African – Equity – SA General (5 years) category – Fairtree Equity Prescient FundFundHub Industry Performance Awards
South African – Equity – General (5 years) category – Fairtree Select Equity Prescient FundProfile Unit Trust Awards
South African – Equity – General category – Fairtree Select Equity Prescient FundRaging Bull Awards
Certificate for Straight Performance over Three Years in the Best SA Equity General Fund – Fairtree Select Equity Prescient FundProfile Unit Trust Awards
South African Management Company of the YearMorningstar Awards for Investing Excellence South Africa
Best Asset Manager AwardInn8 Invest Diamond Awards
Best Global Equity Manager category – Fairtree Global Equity Prescient Feeder FundRaging Bull Awards
Certificate for Best (SA-domiciled) Global Equity General Fund (on a risk-adjusted basis over five years) – Fairtree Global Equity Prescient FundRaging Bull Awards
South African Management Company of the YearCitywire South Africa Awards
Manager awards category: Equity – South AfricaCitywire South Africa Awards
Manager awards category: Equity – Global Emerging MarketsCitywire South Africa Awards
Group awards category: Mixed Assets – Aggressive ZARRaging Bull Awards
Certificate for Best (SA-domiciled) Global Equity General Fund (on a risk-adjusted basis over five years) – Fairtree Global Equity Prescient Feeder FundCitywire South Africa Awards
Group awards category: Mixed Assets – Conservative ZARHedgeNews Africa Awards
Ten-Year Performance (Single Manager) category – Fairtree Assegai Equity Long Short FR QI Hedge FundRaging Bull Awards
Top risk-adjusted performance over five years – Best South African General Equity Fund – Fairtree Equity Prescient FundMorningstar South Africa Fund Awards
Best Fund House: Smaller Fund RangeRaging Bull Awards
Top risk-adjusted performance over five years – Best South African General Equity Fund – Fairtree Equity Prescient FundAlexander Forbes Asterisk Awards
Best Equity House Award – Fairtree Equity Prescient FundRaging Bull Awards
Top outright performance over three years – Best South African Interest-bearing Fund – Fairtree Flexible Income Plus Prescient FundRaging Bull Awards
Top risk-adjusted performance over five years – Best South African General Equity Fund – Fairtree Equity Prescient FundFundHub Industry Performance Awards
South African – Equity – SA General (10 years) category – Fairtree Equity Prescient FundFundHub Industry Performance Awards
South African – Equity – SA General (5 years) category – Fairtree Equity Prescient FundFundHub Industry Performance Awards
South African – Equity – General (5 years) category – Fairtree Select Equity Prescient FundProfile Unit Trust Awards
South African – Equity – General category – Fairtree Select Equity Prescient FundRaging Bull Awards
Certificate for Straight Performance over Three Years in the Best SA Equity General Fund – Fairtree Select Equity Prescient FundProfile Unit Trust Awards
South African Management Company of the YearMorningstar Awards for Investing Excellence South Africa
Best Asset Manager AwardInn8 Invest Diamond Awards
Best Global Equity Manager category – Fairtree Global Equity Prescient Feeder FundRaging Bull Awards
Certificate for Best (SA-domiciled) Global Equity General Fund (on a risk-adjusted basis over five years) – Fairtree Global Equity Prescient FundRaging Bull Awards
South African Management Company of the YearCitywire South Africa Awards
Manager awards category: Equity – South AfricaCitywire South Africa Awards
Manager awards category: Equity – Global Emerging MarketsCitywire South Africa Awards
Group awards category: Mixed Assets – Aggressive ZARRaging Bull Awards
Certificate for Best (SA-domiciled) Global Equity General Fund (on a risk-adjusted basis over five years) – Fairtree Global Equity Prescient Feeder FundCitywire South Africa Awards
Group awards category: Mixed Assets – Conservative ZARHedgeNews Africa Awards
Ten-Year Performance (Single Manager) category – Fairtree Assegai Equity Long Short FR QI Hedge FundRaging Bull Awards
Top risk-adjusted performance over five years – Best South African General Equity Fund – Fairtree Equity Prescient FundMorningstar South Africa Fund Awards
Best Fund House: Smaller Fund RangeRaging Bull Awards
Top risk-adjusted performance over five years – Best South African General Equity Fund – Fairtree Equity Prescient FundAlexander Forbes Asterisk Awards
Best Equity House Award – Fairtree Equity Prescient FundRaging Bull Awards
Top outright performance over three years – Best South African Interest-bearing Fund – Fairtree Flexible Income Plus Prescient FundRaging Bull Awards
Top risk-adjusted performance over five years – Best South African General Equity Fund – Fairtree Equity Prescient FundUnit trust fund list
Explore our list of unit trusts tailored to suit diverse investment objectives and risk profiles.
Risk profile is a measure of the amount of risk a fund is willing to take in order to achieve its investment objective.
Investment horizon is the length of time an investment is intended to be held by an investor.
Risk profile is a measure of the amount of risk a fund is willing to take in order to achieve its investment objective.
Investment horizon is the length of time an investment is intended to be held by an investor.
Inception date
01/12/2018Fund objective
The objective of the Fund is to create medium- to long-term capital growth for investors from a selection of high conviction, concentrated equity opportunities.
Risk profile is a measure of the amount of risk a fund is willing to take in order to achieve its investment objective.
Investment horizon is the length of time an investment is intended to be held by an investor.
Inception date
01/01/2017Fund objective
The objective of the Fund is to create medium- to long-term capital growth for investors by investing predominantly in global equities.
Risk profile is a measure of the amount of risk a fund is willing to take in order to achieve its investment objective.
Investment horizon is the length of time an investment is intended to be held by an investor.
Inception date
01/09/2021Fund objective
The objective of the Fund is to achieve long-term capital growth by investing in global equity markets.
Risk profile is a measure of the amount of risk a fund is willing to take in order to achieve its investment objective.
Investment horizon is the length of time an investment is intended to be held by an investor.
Inception date
01/02/2020Fund objective
The Fund’s objective is to create medium- to long-term capital growth for investors by investing in emerging equity markets or in companies that derive a significant portion of their revenue from emerging economies.
Risk profile is a measure of the amount of risk a fund is willing to take in order to achieve its investment objective.
Investment horizon is the length of time an investment is intended to be held by an investor.
Inception date
01/11/2011Fund objective
The objective of the Fund is to create medium- to long-term capital growth for investors by investing predominantly in domestic equities.
Risk profile is a measure of the amount of risk a fund is willing to take in order to achieve its investment objective.
Investment horizon is the length of time an investment is intended to be held by an investor.
Inception date
01/11/2023Fund objective
The objective of the Fund is to create medium- to long-term capital growth for investors by investing in both local and global equity markets.
Risk profile is a measure of the amount of risk a fund is willing to take in order to achieve its investment objective.
Investment horizon is the length of time an investment is intended to be held by an investor.
Inception date
01/01/2019Fund objective
The objective of the Fund is to generate a high level of current income through investment in debt and debt-related securities.
Risk profile is a measure of the amount of risk a fund is willing to take in order to achieve its investment objective.
Investment horizon is the length of time an investment is intended to be held by an investor.
Inception date
12/04/2019Fund objective
The objective of the Fund is to provide investors with a high level of income with tolerance for some capital volatility.
Risk profile is a measure of the amount of risk a fund is willing to take in order to achieve its investment objective.
Investment horizon is the length of time an investment is intended to be held by an investor.
Inception date
01/05/2021Fund objective
The objective of the Fund is to deliver a return in excess of FTSE/JSE All Bond Index after fees over the long term.
Risk profile is a measure of the amount of risk a fund is willing to take in order to achieve its investment objective.
Investment horizon is the length of time an investment is intended to be held by an investor.
Inception date
12/03/2014Fund objective
The objective of the Fund is to seek opportunities to deliver a high level of income and long-term stability on capital invested.
Risk profile is a measure of the amount of risk a fund is willing to take in order to achieve its investment objective.
Investment horizon is the length of time an investment is intended to be held by an investor.
Inception date
01/03/2019Fund objective
The objective of the Fund is to maximise current income while preserving capital and providing daily liquidity to investors by investing in high-quality short-term money market instruments within the constraints governing retirement funds (Regulations 28).
Risk profile is a measure of the amount of risk a fund is willing to take in order to achieve its investment objective.
Investment horizon is the length of time an investment is intended to be held by an investor.
Inception date
01/04/2017Fund objective
The objective of the Fund is to provide superior risk-adjusted returns over and above the All Bond Index (ALBI) irrespective of market conditions.
Risk profile is a measure of the amount of risk a fund is willing to take in order to achieve its investment objective.
Investment horizon is the length of time an investment is intended to be held by an investor.
Inception date
01/09/2018Fund objective
The objective of the Fund is to create medium- to long-term capital growth for investors by investing in a diversified blend of worldwide assets and strategies.
Risk profile is a measure of the amount of risk a fund is willing to take in order to achieve its investment objective.
Investment horizon is the length of time an investment is intended to be held by an investor.
Inception date
01/12/2019Fund objective
The objective of the Fund is to generate long-term wealth for investors by investing in a diversified blend of worldwide assets and strategies.
Risk profile is a measure of the amount of risk a fund is willing to take in order to achieve its investment objective.
Investment horizon is the length of time an investment is intended to be held by an investor.
Inception date
01/06/2013Fund objective
The objective of the Fund is to generate long-term wealth for investors by investing in a diversified range of asset classes.
Risk profile is a measure of the amount of risk a fund is willing to take in order to achieve its investment objective.
Investment horizon is the length of time an investment is intended to be held by an investor.
Inception date
01/01/2017Fund objective
The objective of the Fund is to generate long-term wealth for investors by producing inflation beating returns.
Risk profile is a measure of the amount of risk a fund is willing to take in order to achieve its investment objective.
Investment horizon is the length of time an investment is intended to be held by an investor.
Inception date
01/10/2024Fund objective
The Fund is a South African multi-asset high equity fund, with a focus on maximising total returns in excess of the benchmark, after fees, over the long term. It is designed for investors seeking local-only exposure in line with Regulation 28 of the Pension Funds Act.
Risk profile is a measure of the amount of risk a fund is willing to take in order to achieve its investment objective.
Investment horizon is the length of time an investment is intended to be held by an investor.
Inception date
29/07/2014Fund objective
The objective of the Fund is to provide investors with a high level of income combined with stable capital growth.
Risk profile is a measure of the amount of risk a fund is willing to take in order to achieve its investment objective.
Investment horizon is the length of time an investment is intended to be held by an investor.
Inception date
01/04/2020Fund objective
The objective of the fund is to provide investors with capital appreciation and to generate income over the medium to long-term through exposure to international real estate assets.
Risk profile is a measure of the amount of risk a fund is willing to take in order to achieve its investment objective.
Investment horizon is the length of time an investment is intended to be held by an investor.
Inception date
01/03/2017Fund objective
The objective of the Fund is to provide access to high quality, international real estate assets that should benefit from capital appreciation while also delivering solid foreign dividends.
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