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.
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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