Fund objective
The objective of the Fund is to create long-term wealth for investors by extracting alpha from equity markets.
Fund profile
The portfolio is managed as a long/short hedge fund, focused on extracting alpha returns from the South African equity market. The funds returns are delivered through fundamental knowledge of South African equities vis-à-vis economic growth and broad economic themes as well as medium to long -term relative valuation opportunities, generating the largest portion of its returns through its directional bias. Relative value pairs, together with absolute longs and shorts seek to stabilize returns in turbulent market conditions, supported by the adjustment to the net exposure.
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.
Values-driven Investing
Download the fund factsheet
Download the montly fund factsheet to view comprehensive information and performance data
Values-driven investing
Portfolio managers
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 forms to start your investment journey with Fairtree.
Please complete this form to begin your Qualified Hedge Fund investment as an individual. Supporting documents are required in accordance with FICA regulations — kindly refer to pages 17 and 18 of the application form for more information
Download
Please complete this form to begin your Qualified Hedge Fund investment as a legal entity or trust. Supporting documents are required in accordance with FICA regulations — kindly refer to pages 21 to 28 of the application form for more information.
Download
Values-driven investing
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FUND FACTSHEETS
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