Fund Objective
The objective of the fund is to create consistent long-term wealth for investors irrespective of market direction.
Fund Policy
The portfolio typically spans all South African equity sectors, with the majority of exposure being in the top 100 listed equities on the JSE, by market capitalisation. Our portfolio construction approach assigns exposures into different risk buckets; namely low risk intra-sector pairs, cross-sector pairs, themes and absolute value. Intra-sector pairs typically dominate the portfolio and position sizes rarely exceed 10%. Leverage rarely exceeds 2.5 times and net exposure, once beta adjusted is generally close to zero. The fund aims to return Cash plus 5 – 7% annually, on a rolling 3 year basis.
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
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Download the montly fund factsheet to view comprehensive information and performance data.
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 forms to start your investment journey with Fairtree.
Please complete this form to begin your Retail Hedge Fund investment as an individual. Supporting documents are required in accordance with FICA regulations — kindly refer to pages 19 to 22 of the application form for more information.
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Please complete this form to begin your Retail Hedge Fund investment as a legal entity or trust. Supporting documents are required in accordance with FICA regulations — kindly refer to pages 22 to 29 of the application form for more information.
Download
Values-driven investing
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FUND FACTSHEETS
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