Fund objective
The objective of the Fund is to achieve long-term capital growth by investing in global equity markets.
Risk indicator definition
In addition to the risk captured by the indicator, the overall Fund value may be considerably affected by; market risk, liquidity risk, investment risk, currency risk, derivatives risk, counterparty risk, common stocks risk and concentration risk.
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
Portfolio manager
Our portfolio managers bring a wealth of experience and in-depth market knowledge to the management of our funds.
Jacobus Lacock
Fixed Income Portfolio Manager & Macro Strategist
Managed fund since 2011
Key documents
Download the necessary application forms to start your investment journey with Fairtree.
Complete this form to update your personal details (such as contact details or banking information) or account information (such as debit orders or distributions).
Download
Complete this form to request a withdrawal or redemption of your funds.
Download
Complete this form to make an additional investment into your existing account.
Download
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 transfer ownership of an investment from one party to another.
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
Connect with our specialists
Our team of specialists is here to assist you with any questions or guidance you need.
"*" indicates required fields
FUND FACTSHEETS
Sign up for our fund factsheets
Stay informed by subscribing to receive our latest fund factsheets delivered straight to your inbox.
"*" indicates required fields