Fund objective
The objective of the Fund is to create medium- to long-term capital growth for investors by investing predominantly in domestic equities.
Fund policy
The Fund has a long-term focus and invests in securities across all sectors of the JSE that trade below intrinsic value or have capital appreciation potential. The Fund may invest in offshore securities when the benefit of higher returns and portfolio diversification is available. Up to 45% of the Fund may be invested in foreign securities.
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.
Values-driven investing
View our quarterly report
View the quarterly report to see comprehensive information and performance data.
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Portfolio managers
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.
Complete this form to start a unit trust investment as an individual investor. You will be required to provide supporting documents as per FICA requirements.
Download
Complete this form to start a unit trust investment as a legal entity or trust. You will be required to provide supporting documents as per FICA requirements.
Download
Values-driven investing
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FUND FACTSHEETS
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