Fund objective
The Fund aims to provide superior risk-adjusted returns above cash, irrespective of market conditions. The Fund has a targeted return of cash plus 6% over a rolling three-year period.
Portfolio strategy and mandate
The portfolio is managed by balancing fixed income relative value exposures with credit exposures in a way that minimises market risk and allows the portfolio to achieve its targeted return over the medium term. We believe that markets are not always efficient and therefore present mispriced assets that can be exploited to generate excess returns. A disciplined approach to fundamental and quantitative analysis helps identify these mispriced assets.
We believe that a team-based fundamental approach to asset valuation, combined with cutting-edge quantitative techniques in portfolio construction and risk management, helps build a portfolio that achieves the objective of superior risk-adjusted returns. The manager may create leverage in the portfolio by borrowing funds, using short positions or engaging in derivative transactions.
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.
FUND FACTSHEETS
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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.
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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.
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Values-driven investing
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