Listed Real Estate Funds

The Fund is an actively managed equity fund, investing in listed real estate securities in developed markets across the globe. The fund’s objective is to provide our clients access to high quality, international real estate assets that should benefit from capital appreciation while also delivering solid dividends in USD.

Fixed Income Funds

The Fund is a largely domestic, high yield, fixed income portfolio which aims to return STEFI + 3% after fees through the interest rate cycle.

The objective of the fund is to create medium to long-term wealth for investors by taking advantage of valuation discrepancies that emerge in the credit market.

The fund is focused on South African capital markets.

The Fund aims to maximize current income while preserving capital and providing daily liquidity to investors by investing in high quality, short-term money market instruments.

The Fund aims to provide superior risk adjusted returns above ALBI to our clients regardless of market conditions. The fund will aim to return 1% per annum above its benchmark, the ALBI, on a 3 year rolling basis.

Equity Funds

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

The fund is focused on South African equity markets.

The Fund is a high conviction actively managed equity fund. The portfolio has a long-term focus invests in securities across all sectors of the JSE Securities Exchange which trade below intrinsic value or have capital appreciation potential.

The Fairtree Global Equity Prescient Feeder Fund aims to create medium to long-term capital growth. To pursue its objective,the fund invests in developed market shares, combining global screening models with the Fairtree active fundamental investment philosophy.

The objective of the fund is to create long-term wealth for investors by taking advantage of valuation discrepancies that emerge within sectors and industries.

The fund is primarily focused on South African equity markets.

Multi Asset Funds

The objective of the fund is to create long-term wealth for investors by investing across a diversified range of alternative investment strategies across multiple asset classes.

The fund is focused on South African capital markets.

The objective of the fund is to create long-term wealth for investors by investing across three asset classes; equities, fixed income and commodities.

The fund is focused on South African capital markets.

The Fund is an actively managed multi asset class fund. The fund aims to provide a moderate to high risk and return profile, from a balanced range of local and global equity and fixed income markets.

The Fund is a largely domestic, high yield, fixed income portfolio which aims to return STEFI + 3% after fees through the interest rate cycle.

Ryan Jamieson

Ryan Jamieson

Head: Retail Sales (North & KZN)​

Ryan joined Fairtree in 2016 and is the head of Retail Sales. He has over 25 years of experience in the financial services industry. He joined Momentum in 1998, where he held various roles, such as investment marketing, sales and distribution, over 15 years. In addition, he led the national team of Investment Specialists at Momentum and served on Group Investment Committees. Ryan then joined Investec, where he continued to be involved in the sales, marketing and distribution of the Investec fund range. He returned to Momentum as head of Wealth Management, where he was responsible for the full integration of the investment philosophy, house views, fund solutions and wealth management proposition. 

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Get in touch with our experienced hedge fund team to navigate your investments. Have a question? We’re here to help.

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Contact us

Get in touch with our experienced hedge fund team to navigate your investments. Have a question? We’re here to help.