Fund objective
The objective of the Fund is to create long-term capital growth for investors by employing various strategies across a combination of 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.
VALUES-DRIVEN INVESTING
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Download the montly fund factsheet to view comprehensive information and performance data.
Values-driven investing
Portfolio managers
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 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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FUND FACTSHEETS
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