Fund objective
The objective of the Fund is to create medium to long-term capital growth within the constraints governing retirement funds.
Fund Profile
The Fund invests in a diverse combination of equities, property, bonds and money market instruments. The portfolio has a long-term focus and invests predominantly in Namibian and South African securities. The Fund may invest a net foreign exposure of 40% (excl. South Africa). The fund is actively managed both at security and asset class level to create capital growth while preserving capital on a real (above inflation) and absolute basis.
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).
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Complete this form to request a withdrawal or redemption of your funds.
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Complete this form to make an additional investment into your existing account.
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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 transfer ownership of an investment from one party to another.
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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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