Fund objective
The objective of the Fund is to provide investors with a high level of income combined with stable capital growth.
Fund policy
In order to achieve its objective, the investments normally to be included in the Fund may comprise a combination of assets in liquid form, money market instruments, interest bearing instruments, bonds, debentures, corporate debt, equity securities, property securities, preference shares, convertible equities and non-equity securities. To provide a limited level of capital protection, the Fund’s equity exposure will not exceed 40% of the portfolio’s net asset value. The Fund may from time to time invest in listed and unlisted financial instruments such as forward currency, interest rate and exchange rate swap transactions.
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
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Key documents
Download the necessary application forms 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.
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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
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