Fund 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.
Fund policy
The Fairtree Bond Prescient Fund will aim to deliver a return in excess of ALBI after fees, over the long term, which comprises a reasonable level of income, as well as capital performance relative to the benchmark. The Fund will invest in interest-bearing and non-equity securities (including, but not limited to, government or quasi-government bonds, corporate bonds, cash deposits, money market and other interest-bearing securities) as well as listed and unlisted financial instruments in line with appropriate regulations. The investments are actively managed and will change over time to reflect a macro fundamental outlook including the interest rate cycle, business cycle, default cycle as well as other cyclical and credit factors. The portfolio will make active duration decisions that reflect the outlook for the level and shape of the bond yield curve and opportunities in credit markets.
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.
Jacobus Lacock
Fixed Income Portfolio Manager & Macro Strategist
Managed fund since 2011
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.
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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.
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Values-driven investing
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