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 Fund aims to achieve its investment objective through capital allocation that ensures diversification across three asset classes with an additional risk allocation that introduces a further degree of gearing. The Fund is designed to maximise upside returns and although not a focus of the portfolio construction, a degree of downside risk mitigation is introduced through the asset class diversification.

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

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Pieter Van Niekerk
Pieter Van Niekerk

Quantitative Analyst

Pieter Van Niekerk
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Values-driven investing

Portfolio manager

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
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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

Values-driven investing

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FUND FACTSHEETS

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