Fund objective
The objective of the Fund is to generate long-term wealth for investors by investing in a diversified blend of worldwide assets and strategies.
Fund policy
The Fund aims to deliver moderate to high growth above inflation over time. The Fund invests in a diversified mix of worldwide assets including, but not limited to, equities, bonds, property, preference shares, money markets and other instruments, including listed and unlisted financial instruments as determined by legislation from time to time.
The Fund will apply a strategic multi-factor approach across these multiple asset classes and may include key factors such as: Active stock selection (Equities), Quality (Equity), Momentum (Equity), Value (Equity), Investment (Equity), Volatility (Equity), Foreign credit, Global property and Local bonds. The Fund may include and utilise passive style systemic solutions. The systematic multi-factor approach entails efficient transformation of information into investment decisions, based on a well-researched, transparent and consistent set of theoretically and empirically verified factors that constitute a stock’s intrinsic characteristics such as quality, value, momentum, investment and volatility.
The Fund has a long-term focus and invests predominately in domestic securities. The Fund may invest a maximum net foreign exposure of 45% (excl. South Africa).
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.
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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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