Fund objective
The objective of the Fund is to create long-term wealth for investors by investing across a diversified range of alternative investment strategies across multiple asset classes.
Fund profile
The portfolio is a long/short focused fixed income portfolio. The portfolio will predominately invest in South African markets but is permitted to include investments in offshore jurisdictions subject to the investment conditions determined by regulations from time to time. The portfolios returns are accessed through fundamental knowledge of financial instruments vis-à-vis economic growth and broad economic themes as well as medium and long-term relative valuation opportunities.
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 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.
Download
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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