Fund objective
The objective of the Fund is to create long-term wealth for investors by extracting alpha from equity markets.
Fund Profile
The Fund is managed as a long/short hedge fund, focused on extracting both beta and alpha returns from the South African equity market. Returns are driven by deep fundamental insight into South African equities, economic growth trends, and broader macroeconomic themes, as well as medium- to long-term relative valuation opportunities. The Fund generates the majority of its returns through its directional positioning, while relative value pairs and selective long and short positions aim to stabilise performance during turbulent market conditions. Active management of the Fund’s net exposure further supports downside protection and risk management.
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 form 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.
Private markets and the case for private US real estate
As investors look beyond traditional public markets for differentiated sources of return and diversification, private markets are becoming an increasingly important part of the investment landscape. Private equity, private debt and real estate can introduce sources of return that differ from those available in traditional equities and bonds.
Macro Pulse Episode 37
This episode unpacks the three big themes driving markets in the second half of 2026: US economic and market resilience, the AI capex cycle, and geopolitical instability in the Middle East.
Fairtree Global Equity Fund Q2 2026 commentary
The quarter was defined by two overlapping themes: a sharp rebound from the March US-Iran shock, as the geopolitical risk premium unwound and oil prices retraced, and an exceptionally powerful but highly concentrated AI and semiconductor rally that drove index returns before consolidating in June following a more hawkish shift in interest rate expectations.
Fairtree Global Flexible Income Plus Fund Q2 2026 commentary
The second quarter of 2026 marked a decisive shift in the global rate regime. After more than a year of disinflation and central bank easing, inflation reasserted itself across the major economies, forcing policymakers onto a more hawkish footing and driving a broad repricing of government bonds.