Fund objective
The objective of the Fund is to create long-term wealth for investors by investing across a diversified range of alternative investment strategies across multiple asset classes.
Fund profile
The portfolio is diversified across multiple asset classes. The portfolio is constructed using a risk parity approach with no individual strategy dominating the fund’s risk exposure. Tactical tilts are used to direct capital towards the most attractive opportunity sets and/ or protect the fund against unintended factor, name and sector concentration risk. The fund targets an annualised return of 3 month JIBAR + plus 10% over a rolling three year period. With minimal drawdown risk and relatively uncorrelated returns.
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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Download the fund factsheet
Download the montly fund factsheet to view comprehensive information and performance data.
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 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
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
Values-driven investing
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FUND FACTSHEETS
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