Traditional
Traditional investments refer to more conventional asset classes that help build wealth by balancing risk and stability. Our approach includes core asset classes, including equities, bonds and cash, guided by thorough research and careful risk management.
Explore Traditional
We provide a range of traditional investment options, including equities, fixed income, and balanced portfolios. Our approach is grounded in rigorous research and disciplined processes, aimed at achieving long-term performance and effective risk management.
Equity
Equity unit trusts capitalise on opportunities in the stock market. By adapting to changing market conditions, these investments aim to provide potential for growth and diversification, helping investors achieve their long-term financial goals.
Equity funds
Fairtree Select Equity Prescient Fund
Risk
High
Asset holdings
Equity
Inception date
01 Dec 2018
Fairtree Global Equity Prescient Feeder Fund
Risk
High
Asset holdings
Equity
Inception date
01 Jan 2017
Fairtree Global Equity Fund
Risk
High
Asset holdings
Equity
Inception date
01 Sep 2021
Fairtree SA Equity Prescient Fund
Risk
High
Asset holdings
Equity
Inception date
01 Nov 2011
Fairtree Global Emerging Markets Prescient Fund
Risk
High
Asset holdings
Equity
Inception date
01 Feb 2020
Fairtree Assegai Segregated Portfolio USD
Risk
High
Asset holdings
Equity
Inception date
20 Dec 2021
Fixed income
Our fixed income strategies focus on generating reliable returns while managing risk effectively. We invest across interest-bearing instruments, offering stability and growth potential for institutional portfolios.
Fixed Income funds
Fairtree Global Flexible Income Plus Fund
Risk
Medium
Asset holdings
Multi-Asset
Inception date
01 Jan 2019
Fairtree BCI Income Plus Fund
Risk
Low
Asset holdings
Multi-Asset
Inception date
12 Mar 2014
Fairtree Bond Prescient Fund
Risk
Low – Medium
Asset holdings
Interest Bearing
Inception date
01 May 2021
Multi-asset
Multi-asset investing involves combining a variety of asset classes—such as equities, bonds, and alternatives—into a single, diversified portfolio. This approach is designed to balance risk and return, providing growth potential while offering protection during market downturns.
Multi-Asset funds
Fairtree Balanced Prescient Fund
Risk
Medium – High
Asset holdings
Multi-Asset
Inception date
01 Jan 2017
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Awards
Our awards reflect the hard work and dedication we bring to delivering investment excellence.
FundHub Industry Performance Awards
South African – Equity – SA General (10 years) – Fairtree Equity Prescient FundFundHub Industry Performance Awards
South African – Equity – SA General (5 years) – Fairtree Equity Prescient FundFundHub Industry Performance Awards
South African – Equity – General (5 years) – Fairtree Select Equity Prescient FundProfile Unit Trust Awards
South African – Equity – General category – Fairtree Select Equity Prescient FundRaging Bull Awards
Certificate for Best SA Equity General Fund (Straight Performance over Three Years) – Fairtree Select Equity Prescient FundProfile Unit Trust Awards
South African Management Company of the Year AwardMorningstar Awards for Investing Excellence South Africa
Best Asset Manager AwardInn8 Invest Diamond Awards
Best Global Equity Manager – Fairtree Global Equity Prescient Feeder FundRaging Bull Awards
Certificate for Best (SA-domiciled) Global Equity General Fund (on a risk-adjusted basis over five years) category – Fairtree Global Equity Prescient FundRaging Bull Awards
South African Management Company of the Year AwardHedgeNews Africa Awards
Ten-Year Performance (Single Manager) category – Fairtree Assegai Equity Long Short FR QI Hedge FundCitywire South Africa Awards
Best Fund Group category: Mixed Assets – Aggressive ZARRaging Bull Awards
Certificate for Best (SA-domiciled) Global Equity General Fund (on a risk-adjusted basis over five years) category – Fairtree Global Equity Prescient Feeder FundRaging Bull Awards
Best South African General Equity Fund – Fairtree Equity Prescient FundRaging Bull Awards
Best South African General Equity Fund – Fairtree Equity Prescient FundAlexander Forbes Asterisk Awards
Best Equity House Award – Fairtree Equity Prescient FundRaging Bull Awards
Best South African Interest-bearing Fund – Fairtree Flexible Income Plus Prescient FundRaging Bull Awards
Best South African General Equity Fund – Fairtree Equity Prescient FundFundHub Industry Performance Awards
South African – Equity – SA General (10 years) – Fairtree Equity Prescient FundFundHub Industry Performance Awards
South African – Equity – SA General (5 years) – Fairtree Equity Prescient FundFundHub Industry Performance Awards
South African – Equity – General (5 years) – Fairtree Select Equity Prescient FundProfile Unit Trust Awards
South African – Equity – General category – Fairtree Select Equity Prescient FundRaging Bull Awards
Certificate for Best SA Equity General Fund (Straight Performance over Three Years) – Fairtree Select Equity Prescient FundProfile Unit Trust Awards
South African Management Company of the Year AwardMorningstar Awards for Investing Excellence South Africa
Best Asset Manager AwardInn8 Invest Diamond Awards
Best Global Equity Manager – Fairtree Global Equity Prescient Feeder FundRaging Bull Awards
Certificate for Best (SA-domiciled) Global Equity General Fund (on a risk-adjusted basis over five years) category – Fairtree Global Equity Prescient FundRaging Bull Awards
South African Management Company of the Year AwardHedgeNews Africa Awards
Ten-Year Performance (Single Manager) category – Fairtree Assegai Equity Long Short FR QI Hedge FundCitywire South Africa Awards
Best Fund Group category: Mixed Assets – Aggressive ZARRaging Bull Awards
Certificate for Best (SA-domiciled) Global Equity General Fund (on a risk-adjusted basis over five years) category – Fairtree Global Equity Prescient Feeder FundRaging Bull Awards
Best South African General Equity Fund – Fairtree Equity Prescient FundRaging Bull Awards
Best South African General Equity Fund – Fairtree Equity Prescient FundAlexander Forbes Asterisk Awards
Best Equity House Award – Fairtree Equity Prescient FundRaging Bull Awards
Best South African Interest-bearing Fund – Fairtree Flexible Income Plus Prescient FundRaging Bull Awards
Best South African General Equity Fund – Fairtree Equity Prescient FundUnit trust fund list
Explore our list of unit trusts tailored to suit diverse investment objectives and risk profiles.
Risk profile is a measure of the amount of risk a fund is willing to take in order to achieve its investment objective.
Investment horizon is the length of time an investment is intended to be held by an investor.
Risk profile is a measure of the amount of risk a fund is willing to take in order to achieve its investment objective.
Investment horizon is the length of time an investment is intended to be held by an investor.
Inception date
01/12/2018Fund objective
The objective of the Fund is to create medium- to long-term capital growth for investors from a selection of high conviction, concentrated equity opportunities.
Risk profile is a measure of the amount of risk a fund is willing to take in order to achieve its investment objective.
Investment horizon is the length of time an investment is intended to be held by an investor.
Inception date
01/01/2017Fund objective
The objective of the Fund is to create medium- to long-term capital growth for investors by investing predominantly in global equities.
Risk profile is a measure of the amount of risk a fund is willing to take in order to achieve its investment objective.
Investment horizon is the length of time an investment is intended to be held by an investor.
Inception date
01/09/2021Fund objective
The objective of the Fund is to achieve long-term capital growth by investing in global equity markets.
Risk profile is a measure of the amount of risk a fund is willing to take in order to achieve its investment objective.
Investment horizon is the length of time an investment is intended to be held by an investor.
Inception date
01/11/2011Fund objective
The objective of the Fund is to create medium- to long-term capital growth for investors by investing predominantly in domestic equities.
Risk profile is a measure of the amount of risk a fund is willing to take in order to achieve its investment objective.
Investment horizon is the length of time an investment is intended to be held by an investor.
Inception date
01/02/2020Fund objective
The Fund’s objective is to create medium- to long-term capital growth for investors by investing in emerging equity markets or in companies that derive a significant portion of their revenue from emerging economies.
Risk profile is a measure of the amount of risk a fund is willing to take in order to achieve its investment objective.
Investment horizon is the length of time an investment is intended to be held by an investor.
Inception date
01/01/2019Fund objective
The objective of the Fund is to generate a high level of current income through investment in debt and debt-related securities.
Risk profile is a measure of the amount of risk a fund is willing to take in order to achieve its investment objective.
Investment horizon is the length of time an investment is intended to be held by an investor.
Inception date
12/03/2014Fund objective
The objective of the Fund is to seek opportunities to deliver a high level of income and long-term stability on capital invested.
Fairtree Bond Prescient Fund
Risk profile is a measure of the amount of risk a fund is willing to take in order to achieve its investment objective.
Investment horizon is the length of time an investment is intended to be held by an investor.
Inception date
01/05/2021Fund objective
The objective of the Fund is to deliver a return in excess of FTSE/JSE All Bond Index after fees over the long term.
Risk profile is a measure of the amount of risk a fund is willing to take in order to achieve its investment objective.
Investment horizon is the length of time an investment is intended to be held by an investor.
Inception date
04/12/2024Fund objective
The objective of the Fund is to achieve long-term capital growth by investing in global equity markets.
Risk profile is a measure of the amount of risk a fund is willing to take in order to achieve its investment objective.
Investment horizon is the length of time an investment is intended to be held by an investor.
Inception date
01/01/2017Fund objective
The objective of the Fund is to generate long-term wealth for investors by producing inflation beating returns.
Risk profile is a measure of the amount of risk a fund is willing to take in order to achieve its investment objective.
Investment horizon is the length of time an investment is intended to be held by an investor.
Inception date
01/04/2020Fund objective
The objective of the fund is to provide investors with capital appreciation and to generate income over the medium to long-term through exposure to international real estate assets.
Risk profile is a measure of the amount of risk a fund is willing to take in order to achieve its investment objective.
Investment horizon is the length of time an investment is intended to be held by an investor.
Inception date
01/03/2017Fund objective
The objective of the Fund is to provide access to high quality, international real estate assets that should benefit from capital appreciation while also delivering solid foreign dividends.
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