Fund objective
The objective of the Fund is to create medium- to long-term capital growth for investors from a selection of high conviction, concentrated equity opportunities.
Fund policy
In order to achieve its objective, the Fund will typically hold 25 shares. The Fund is restricted to a maximum of 40 shares. The Fund will invest across all industry sections ranging across large-, mid- and smaller-cap shares. Although the portfolio manager will predominantly invest in South African markets, the manager may also include investments in offshore jurisdictions.
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.
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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