Fund 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.
Fund policy
The Fund will aim to deliver long-term capital growth by investing in both local and global equity markets. In order to achieve this objective, the Fund will invest in selected shares across all industry sectors ranging across large, mid and smaller cap shares. The Fund will seek to capture value by focusing on equity selection opportunities as well as a quantitative screening process based on various factors. The Fund may include local, global developed and global emerging market equities and will be exposed to exchange rate risk.
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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Values-driven investing
Portfolio managers
Our portfolio managers bring a wealth of experience and in-depth market knowledge to the management of our funds.
Chantelle Baptiste
Equity Portfolio Manager & Head of SA Equity Research
Managed fund since 2023
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; supporting documents are required in accordance with FICA regulations— refer to page 11 of the application form for details.
Download
Please complete this form to begin your unit trust investment as a legal entity or trust. Supporting documents are required in accordance with FICA regulations — kindly refer to pages 14 and 15 of the application form for more information.
Download
Values-driven investing
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