Factsheet
FUND OVERVIEW

Fund objective

The objective of the Fund is to create long-term wealth for investors by investing across three asset classes; equities, fixed income and commodities.

Fund Profile

The portfolio is diversified across three asset classes, equities, fixed income and commodities, with the strategic long-term allocation framework seeking maximum asset class diversification in its portfolio construction technique. Tactical asset allocation decisions are taken to ensure the fund is appropriately exposed to the most attractive opportunity sets without foregoing the benefit of a degree of asset class diversification. The portfolio is rebalanced at least monthly. Capital is allocated across the various strategy teams within the asset classes, with additional risk allocation introducing a further degree of gearing.

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.

medium-high
Medium – High

Values-driven investing

View our quarterly report

View the quarterly report to see comprehensive information and performance data.

Bradley Anthony
Bradley Anthony

Multi-Strategy Portfolio Manager

Bradley Anthony
Q1 | 2025
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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.

Bradley Anthony

Bradley Anthony

Group Director

Bradley Anthony
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Key documents

Download the necessary application forms to start your investment journey with Fairtree.

Document name
Documents type
Additional info
Qualified Investor Hedge Fund Application for Individual investors
Document type
Application form
Additional info

Please complete this form to begin your Qualified Hedge Fund investment as an individual. Supporting documents are required in accordance with FICA regulations — kindly refer to pages 17 and 18 of the application form for more information

Download

Qualified Investor Hedge Fund Application for Legal entities and Trusts
Document type
Application form
Additional info

Please complete this form to begin your Qualified Hedge Fund investment as a legal entity or trust. Supporting documents are required in accordance with FICA regulations — kindly refer to pages 21 to 28 of the application form for more information.

Download

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