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 Fund aims to achieve its investment objective through capital allocation that ensures diversification across three asset classes with an additional risk allocation that introduces a further degree of gearing. The Fund is designed to maximise upside returns and although not a focus of the portfolio construction, a degree of downside risk mitigation is introduced through the asset class diversification.
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.
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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 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
Values-driven investing
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FUND FACTSHEETS
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