Fund 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.
Fund policy
The Fund has a long-term focus, and is well-diversified across geographic regions, currencies, real estate sectors and stocks. We combine top-down fundamental property market research with rigorous statistical valuation analysis using our proprietary models. We aim to lower portfolio volatility by adjusting the stocks and cash levels actively, while still outperforming our benchmark. We practice active risk management on a portfolio, sector and stock basis including the dynamic use of targets and stops. The Fund will invest primarily in real estate equities in the United States, Japan, Hong Kong, Singapore, Australia, Europe and the UK.
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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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.
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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.
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Values-driven investing
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