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Fixed Income Fixed Income
Paul Crawford author image Paul Crawford

Fairtree BCI Income Plus Fund Q3 2025 Commentary

The bull market, which started at the beginning of the second quarter, continued unabated into the third quarter of 2025 with North American equities rallying strongly. The large-cap Dow Jones Industrial Average delivered 5.67% to investors, whilst the broader S&P 500 outshone that, producing a rather pleasing 8.11%.

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Fairtree BCI Income Plus Fund Q3 2025 Commentary
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Listed Real Estate Listed Real Estate
Rob Hart author image Rob Hart

Fairtree Global Listed Real Estate Fund Q3 2025 Commentary

The third quarter ended with the fund outperforming the benchmark by 67bps as it rose 474bps while the benchmark rose 407bps.

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Fairtree Global Listed Real Estate Fund Q3 2025 Commentary
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Equity Equity
Cornelius Zeeman author image Cornelius Zeeman

Fairtree Global Equity Fund Q3 2025 Commentary

The fund returned 8.88% for the quarter, outperforming the benchmark by 1.26%. Both developed and emerging markets delivered substantial returns with the MSCI ACWI Index rising 7.6%, with the biggest gainers being China and Canada, increasing 20.7% and 9.7% respectively.

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Fairtree Global Equity Fund Q3 2025 Commentary
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Multi-Asset Multi-Asset
Jacobus Lacock author image Jacobus Lacock

Fairtree Balanced Prescient Fund Q3 2025 commentary

Over three- and five-year periods, the Fund continues to be ranked within the top 10% of its peer group and first over the seven-year period.

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Fairtree Balanced Prescient Fund Q3 2025 commentary
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Fixed Income Fixed Income
Paul Crawford author image Paul Crawford

Fairtree Global Flexible Income Plus Fund Q3 2025 Commentary

The bull market which started at the beginning of the second quarter continued unabated into the third quarter of 2025 with North American equities rallying strongly.

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Fairtree Global Flexible Income Plus Fund Q3 2025 Commentary
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Multi-Asset Multi-Asset
Bradley Anthony author image Bradley Anthony

Fairtree Wild Fig Multi Strategy Hedge Fund Q3 2025 Investor Update

The broad-based market decline linked to “Trump 2.0” and his US trade and tariff policies has, at least for now, been largely shrugged off, as most asset classes continued to grind higher during the quarter.

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Fairtree Wild Fig Multi Strategy Hedge Fund Q3 2025 Investor Update
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Fixed Income Fixed Income
Paul Crawford author image Paul Crawford

Fairtree Global Flexible Income Plus Fund Q2 2025 Commentary

After the very slow start for US equities during the first quarter, and the superior performance emanating from the EU and the UK, the second quarter witnessed a turnaround in fortunes with the tech-heavy NASDAQ delivering its fourth-best quarterly performance number over the past 18 years.

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Fairtree Global Flexible Income Plus Fund Q2 2025 Commentary
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Multi-Asset Multi-Asset
Jacobus Lacock author image Jacobus Lacock

Fairtree Balanced Prescient Fund Q2 2025 commentary

We anticipate continued macroeconomic uncertainty throughout 2025. Global investors remain cautious amid evolving geopolitical tensions and shifting trade policies.

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Fairtree Balanced Prescient Fund Q2 2025 commentary
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Equity Equity
Cornelius Zeeman author image Cornelius Zeeman

Fairtree Global Equity Fund Q2 2025 Commentary

US equities ended the quarter 11.2% higher; however, they experienced pronounced volatility following President Donald Trump’s ‘Liberation Day’ announcements of tariffs on imported goods.

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Fairtree Global Equity Fund Q2 2025 Commentary
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Fixed Income Fixed Income
Paul Crawford author image Paul Crawford

Fairtree BCI Income Plus Fund Q1 2025 Commentary

It was a complete turnaround in the fortunes of global equities in the first quarter of 2025. The 47th US President was sworn in during the period, and contrary to popular opinions, the US stock market took a bit of a beating from a relative perspective.

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Fairtree BCI Income Plus Fund Q1 2025 Commentary
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Fixed Income Fixed Income
Paul Crawford author image Paul Crawford

Fairtree Global Flexible Income Plus Fund Q1 2025 Commentary

It was a complete turnaround in the fortunes of global equities in the first quarter of 2025. The 47th US President was sworn in during the period, and contrary to popular opinions, the US stock market took a bit of a beating from a relative perspective.

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Fairtree Global Flexible Income Plus Fund Q1 2025 Commentary
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Equity Equity
Cornelius Zeeman author image Cornelius Zeeman

Fairtree Global Equity Fund Q1 2025 Commentary

The first quarter was turbulent for global equities. The Fund underperformed the benchmark by 65 bps as the benchmark increased by 159 bps, while the Fund increased by 94 bps.

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Fairtree Global Equity Fund Q1 2025 Commentary

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