Fund objective
The objective of the Fund is to provide access to high quality, international real estate assets that should benefit from capital appreciation while also delivering solid foreign dividends.
Fund policy
The Fund has a long-term focus, and is well-diversified across geographic regions, currencies, real estate sectors and stocks. We combine top-down fundamental property market research with rigorous statistical valuation analysis using our proprietary models. We aim to lower portfolio volatility by adjusting the stocks and cash levels actively, while still outperforming our benchmark. We practice active risk management on a portfolio, sector and stock basis including the dynamic use of targets and stops. The Fund will invest primarily in real estate equities in the United States, Japan, Hong Kong, Singapore, Australia, Europe and the UK.
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
Sign up for our fund factsheets
Stay informed by subscribing to receive our latest fund factsheets delivered straight to your inbox.
"*" indicates required fields
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
Connect with our specialists
Our team of specialists is here to assist you with any questions or guidance you need.
"*" indicates required fields