Factsheet
FUND OVERVIEW

Fund objective

The objective of the Fund is to create long-term wealth for investors by extracting alpha from equity markets.

Fund policy

The Fund is managed as a long/short hedge fund, focused on extracting both beta and alpha returns from the South African equity market. Returns are driven by deep fundamental insight into South African equities, economic growth trends, and broader macroeconomic themes, as well as medium- to long-term relative valuation opportunities. The Fund generates the majority of its returns through its directional positioning, while relative value pairs and selective long and short positions aim to stabilise performance during turbulent market conditions. Active management of the Fund’s net exposure further supports downside protection and risk management.

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.

high
High

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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.

Clarissa van der Westhuyzen

Clarissa van der Westhuyzen

Equity Portfolio Manager

Clarissa van der Westhuyzen
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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 Individual investors
Document type
Application form
Additional info

Please complete this form to begin your Retail Hedge Fund investment as an individual. Supporting documents are required in accordance with FICA regulations — kindly refer to pages 19 to 22 of the application form for more information.

Download

Retail Hedge Funds Application for Legal entities and Trusts
Document type
Application form
Additional info

Please complete this form to begin your Retail Hedge Fund investment as a legal entity or trust. Supporting documents are required in accordance with FICA regulations — kindly refer to pages 22 to 29 of the application form for more information.

Download

Values-driven investing

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