Fund objective
The Fund is a South African multi-asset high equity fund, with a focus on maximising total returns in excess of the benchmark, after fees, over the long term. It is designed for investors seeking local-only exposure in line with Regulation 28 of the Pension Funds Act.
Fund policy
The Fund is a multi-asset South African high equity fund. The objective of the Fund is to generate long-term wealth for investors by producing inflation beating returns. The Fund will invest in a diversified range of local asset classes as permitted by legislation. The Fund will seek to deliver consistent returns over the medium to long term by blending maximum equity exposure with other asset classes. The Fund will invest primarily in South African equities, fixed income, money markets, instruments based on the value of any precious metal, and property. The portfolio is not permitted to invest offshore. The Fund will aim to deliver returns in excess of the benchmark. This will be obtained by following a disciplined and methodological investment process of selecting the most appropriate asset allocation for the market environment and then selecting the securities which will maximise the probability of outperforming the benchmark.
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 manager
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 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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Values-driven investing
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