Fund objective
The objective of the Fund is to generate long-term wealth for investors by investing in a diversified range of asset classes.
Fund policy
The Fund’s ASISA classification is South African – Multi Asset – Medium Equity. The objective of the Fund is to offer absolute returns in excess of the South African – Multi Asset – Medium Equity category average. This is achieved through active asset allocation and blending together a collection of the best Fairtree strategies into a diversified portfolio. While the Fund invests predominately in domestic securities, a foreign exposure of up to 45% is allowed.
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; 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
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