Fund objective
The objective of the Fund is to provide investors with a high level of income with tolerance for some capital volatility.
Fund policy
Apart from assets in liquid form, the portfolio will invest solely in the participatory interests of the Fairtree Global Flexible Income Plus Fund, which is incorporated in Ireland.
The underlying portfolio invests primarily in debt and debt-related securities but may also invest in global currencies, global equity and equity related securities, collective investment schemes and make use of financial derivative instruments for efficient portfolio management purposes. To the extent that the assets in the portfolio are exposed to exchange rate risk, the manager may enter into financial transactions for the exclusive purpose of hedging such exchange rate risk subject to the conditions and limits as stipulated by the Act.
Risk indicator
The risk indicator provides a visual representation of the level of risk associated with the fund, helping investors understand the potential volatility and return profile. Investors are encouraged to consider their risk tolerance and investment goals when selecting a fund. The risk category shown is not guaranteed and may change over time.
FUND FACTSHEETS
Sign up for our fund factsheets
Stay informed by subscribing to receive our latest fund factsheets delivered straight to your inbox.
"*" indicates required fields
Values-driven investing
Portfolio manager
Our portfolio managers bring a wealth of experience and in-depth market knowledge to the management of our funds.
Key documents
Download the necessary application form to start your investment journey with Fairtree.
Please complete this form to begin your unit trust investment as an individual investor. Boutique Collective Investments (RF) (Pty) Ltd is the appointed administrator of the BCI unit trusts. Supporting documents are required in accordance with FICA regulations — kindly refer to page 1 of the application form for more information.
Download
Please complete this form to begin your unit trust investment as a legal entity or trust. Boutique Collective Investments (RF) (Pty) Ltd is the appointed administrator of the BCI unit trusts. Supporting documents are required in accordance with FICA regulations — kindly refer to pages 15 and 16 of the application form for more information.
Download
Values-driven investing
Connect with our specialists
Our team of specialists is here to assist you with any questions or guidance you need.
"*" indicates required fields