Fund Objective
The objective of the fund is to create long-term wealth for investors by extracting alpha from equity markets.
Fund Profile
The portfolio is managed as a long/short hedge fund, focused on extracting beta and alpha returns from the South African equity market. The funds returns are delivered through fundamental knowledge of South African equities vis-à-vis economic growth and broad economic themes as well as medium to long -term relative valuation opportunities, generating the largest portion of its returns through its directional bias. Relative value pairs, together with absolute longs and shorts seek to stabilize returns in turbulent market conditions, supported by the adjustment to the net exposure.
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.
How to invest
Key documents
Download the necessary application forms to start your investment journey with Fairtree.
Please complete this form to begin your Retail Hedge Fund investment as an individual. Supporting documents are required in accordance with FICA regulations — kindly refer to pages 19 to 22 of the application form for more information.
Download
Please complete this form to begin your Retail Hedge Fund investment as a legal entity or trust. Supporting documents are required in accordance with FICA regulations — kindly refer to pages 22 to 29 of the application form for more information.
Download
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FAIRTREE INSIGHTS
News and insights
Explore a wealth of knowledge from our thought leaders, offering in-depth analysis, market trends, and expert commentary to help you navigate the evolving financial landscape.
Macro Pulse Episode 21
In this episode Jacobus discusses SA equities, SA bonds and the appreciating of the US dollar.
Fairtree Market Insights with Karena Naidu | Episode 8
In this episode, we dive into our Chinese exposure, exploring what’s happening with the major e-commerce players in China. We also take a closer look at the broader emerging markets space, unpacking key trends and where we’re seeing potential growth.
Macro Pulse Episode 20
In this episode, Jacobus discusses major events leading up to year-end, recent US court cases, and the rise in long bond yields.
Fairtree Market Insights with Karena Naidu | Episode 7: Part 2
Market Insights, an exciting video series where Karena Naidu, Global Investment Specialist, delves into key insights in global equity markets with Equity Portfolio Managers Cornelius Zeeman and Jacques Haasbroek.