Factsheet
FUND OVERVIEW

Fund objective

The objective of the Fund is to create long-term capital growth for investors by employing various strategies across a combination of equities, fixed income and commodities.

Fund profile

The portfolio is diversified across three asset classes, equities; fixed income and commodities, with the strategic long term allocation framework seeking maximum asset class diversification in its portfolio construction technique. Tactical asset allocation decisions are taken to ensure the fund is appropriately exposed to the most attractive opportunity sets, without foregoing the benefit of a degree of asset class diversification. The portfolio is rebalanced at least monthly. Capital is allocated across the various strategy teams within the asset classes, with additional risk allocation introducing a further degree of gearing.

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.

medium-high
Medium – High

VALUES-DRIVEN INVESTING

Download the fund factsheet

Download the montly fund factsheet to view comprehensive information and performance data.

Bradley Anthony
Bradley Anthony

Multi-Strategy Portfolio Manager

Bradley Anthony
Q1 | 2025
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Values-driven investing

Portfolio managers

Our portfolio managers bring a wealth of experience and in-depth market knowledge to the management of our funds.

Bradley Anthony

Bradley Anthony

Group Director

Bradley Anthony
Kurt van der Walt

Kurt van der Walt

Multi-Strategy Portfolio Manager

Managed fund since 2013

Kurt van der Walt
See all

Key documents

Download the necessary application forms to start your investment journey with Fairtree.

Document name
Documents type
Additional info
Retail hedge fund application for individuals
Document type
Application form
Additional info

Complete this form to start a retail hedge fund investment as an individual investor. You will be required to provide supporting documents as per FICA requirements.

Download

Retail hedge funds application for legal entities
Document type
Application form
Additional info

Complete this form to start a retail hedge fund investment for legal entities. You will be required to provide supporting documents as per FICA requirements.

Download

FUND FACTSHEETS

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Values-driven investing

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