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.
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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.
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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.
Fairtree Global Flexible Income Plus Fund Q2 2025 Commentary
After the very slow start for US equities during the first quarter, and the superior performance emanating from the EU and the UK, the second quarter witnessed a turnaround in fortunes with the tech-heavy NASDAQ delivering its fourth-best quarterly performance number over the past 18 years.
Fairtree SA Equity Prescient Fund Q2 2025 Commentary
During Q2, Bonds increased by 5.9% and Cash returned 1.9%. The MSCI Emerging Market Index increased by 11.9% (in USD), outperforming the MSCI World Index, which increased by 11.4% (in USD). The MSCI South Africa Index increased by 13.6% (in USD).
Fairtree Global Listed Real Estate Fund Q2 2025 Commentary
The second quarter was volatile, given political uncertainties and geopolitical pressures. The Fund rose 3%, while the benchmark gained 4.4%, resulting in marginal underperformance for the period.