Fairtree Global Flexible Income Plus Fund Q2 2025 Commentary
After the very slow start for US equities during the first quarter, and the superior performance emanating from the EU and the UK, the second quarter witnessed a turnaround in fortunes with the tech-heavy NASDAQ delivering its fourth-best quarterly performance number over the past 18 years.
Fairtree SA Equity Prescient Fund Q2 2025 Commentary
During Q2, Bonds increased by 5.9% and Cash returned 1.9%. The MSCI Emerging Market Index increased by 11.9% (in USD), outperforming the MSCI World Index, which increased by 11.4% (in USD). The MSCI South Africa Index increased by 13.6% (in USD).
Fairtree Global Listed Real Estate Fund Q2 2025 Commentary
The second quarter was volatile, given political uncertainties and geopolitical pressures. The Fund rose 3%, while the benchmark gained 4.4%, resulting in marginal underperformance for the period.
Fairtree BCI Income Plus Fund Q2 2025 Commentary
After the very slow start for US equities during the first quarter, and the superior performance emanating from the EU and the UK, the second quarter witnessed a turnaround in fortunes with the tech-heavy NASDAQ delivering its fourth-best quarterly performance number over the past 18 years.
Fairtree Balanced Prescient Fund Q2 2025 commentary
We anticipate continued macroeconomic uncertainty throughout 2025. Global investors remain cautious amid evolving geopolitical tensions and shifting trade policies.
Fairtree Global Equity Fund Q2 2025 Commentary
US equities ended the quarter 11.2% higher; however, they experienced pronounced volatility following President Donald Trump’s ‘Liberation Day’ announcements of tariffs on imported goods.
Fairtree BCI Income Plus Fund Q1 2025 Commentary
It was a complete turnaround in the fortunes of global equities in the first quarter of 2025. The 47th US President was sworn in during the period, and contrary to popular opinions, the US stock market took a bit of a beating from a relative perspective.
Fairtree Global Flexible Income Plus Fund Q1 2025 Commentary
It was a complete turnaround in the fortunes of global equities in the first quarter of 2025. The 47th US President was sworn in during the period, and contrary to popular opinions, the US stock market took a bit of a beating from a relative perspective.
Fairtree Global Equity Fund Q1 2025 Commentary
The first quarter was turbulent for global equities. The Fund underperformed the benchmark by 65 bps as the benchmark increased by 159 bps, while the Fund increased by 94 bps.
Fairtree Global Listed Real Estate Fund Q1 2025 Commentary
The first quarter was turbulent for global equities. The Fund underperformed the benchmark by 65 bps as the benchmark increased by 159 bps, while the Fund increased by 94 bps.
Fairtree SA Equity Prescient Fund Q1 2025 Commentary
During Q1, Iron ore increased by 1.6% to US$96.7/t and Brent crude oil increased by 1.6%, ending at US$74.8/bbl.
Fairtree Balanced Prescient Fund Q1 2025 Commentary
The first quarter of 2025 was marked by significant market volatility driven by shifting geopolitical dynamics, trade uncertainties, and changing fiscal policies across major economies.
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