Factsheet
FUND OVERVIEW

Fund objective

The objective of the Fund is to create long-term growth by investing in a diversified blend of worldwide assets and strategies, including alternatives.

Fund Profile

The portfolio is diversified across a mix of worldwide asset classes. The portfolio will employ asset and geographical allocations to reflect changing economic and market conditions to maximise returns over the long term. The portfolio may also include an aggressive equity long short hedge fund strategy consisting both of listed South African shares as well as listed global shares. The portfolio will aim to deliver capital growth above inflation over time.

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.

high
High

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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