Fund objective
The objective of the Fund is to create medium- to long-term capital growth for investors by investing in a diversified blend of worldwide assets and strategies.
Fund policy
The Fund invests in a diversified combination of worldwide assets including equities, bonds, property, preference shares, money market instruments, listed and unlisted financial instruments. The Fund may also invest in other collective investment schemes, exchange traded funds or other similar schemes. The manager may combine the experience, skills and diverse strategies within Fairtree Asset Management with external managers in order to enhance the risk return outcome for investors. The Fund includes and utilises the Smart Beta multi factor approach that refers to a passive style systemic solution. The Smart Beta multi factor approach entails efficient transformation of information into investment decisions, based on a well-researched, transparent and consistent set of theoretically and empirically verified factors such as quality, value, momentum, investment and volatility. The manager has maximum flexibility without any worldwide asset allocation and strategy constraints. The Fund is benchmark agnostic in order to maximise returns for the South African investor.
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 unit trust investment as an individual investor; supporting documents are required in accordance with FICA regulations— refer to page 11 of the application form for details.
Download
Please complete this form to begin your unit trust investment as a legal entity or trust. Supporting documents are required in accordance with FICA regulations — kindly refer to pages 14 and 15 of the application form for more information.
Download
Values-driven investing
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