In The Press

We have held a balanced view on South Africa for some time, but have become more positive over the last few months. Cyclically, South Africa is well-positioned to benefit from significant global tailwinds and increased local economic activity as the lockdown eases. Structurally, South Africa’s growth outlook remains weak and burdened with high levels of …

Why invest in South Africa and why invest now? Read More »

According to the latest Citywire ratings, Fairtree Capital’s Jacobus Lacock tops the list of South African fund managers. The Fairtree Balanced Prescient fund, which he co-manages with Stephen Brown, has returned 35.1% over the past three years, against a category average of just 12%. The AAA-rated Lacock offered Citywire his views on the current environment …

Where is SA’s top-rated fund manager seeing risk and opportunity? Read More »

Written by: Cornelius Zeeman, Portfolio Manager at Fairtree Asset Management. 12 June 2020 Valuations are relative As a result of the S&P 500’s recovery of 42.7% from its lows leaving it -0.3% year-to-date, there are many articles out there flagging that the US market is trading at lofty valuations when looking at its price earnings …

There’s more to the global stock indices than meets the eye Read More »

Leading unit trust managers who deliver consistent returns across their funds identified. 28 FEBRUARY 2020 – 19:49 MONEY REPORTER Investec claimed the title of best fund house for a larger range of unit trust funds and Fairtree was named the best fund house for a smaller range of funds at this week’s Morningstar Awards. Kagiso …

Investec and Fairtree named best unit trust fund houses Read More »

Volatile equity markets emphasise the need for balance. By Marcia Klein Mixing income funds with equity in a balanced fund’s portfolio offers additional predictability and helps to protect capital and maximise income growth. The Fairtree Flexible Income Plus fund invests in interest bearing and non-equity securities, including bonds, cash deposits, money market instruments, non-equity derivatives …

Income funds are critical building blocks of a balanced fund Read More »

CAPE TOWN – MiPlan, a small “boutique” asset management company based in Newlands, Cape Town, has outperformed the major players in South Africa’s investment industry to win the coveted South African Manager of the Year trophy at the annual Raging Bull Awards gala dinner, held at the Cape Town International Convention Centre on Tuesday, January …

Here are the 2020 Raging Bull Award winners Read More »

Flexible Income Plus Fund boasts best in category returns since inception Cape Town, 12 June 2018: Fairtree’s Flexible Income Plus Fund celebrated its ‘5th birthday’ by remaining best-in-category since inception. The fund also recently surpassed the R500m level in terms of assets under management and forms an integral part of the >R5bn in assets managed …

Flexible Income Plus fund Turns 5! Read More »

Flexibility key to the Balanced Prescient Fund. By Marcia Klein Managing a balanced fund means finding the right balance between cyclicals, yield, high or low quality, defensive, value and earnings growth. Having a flexible approach to these and other variables, and being style-agnostic, are some of the ways portfolio managers and analysts work to ensure …

Fairtree’s balancing act Read More »

Multi-asset class fund shows a preference for South African stocks Fairtree fund focuses on tactical asset allocation and protection against the downside. By Marcia Klein Given the current uncertain environment, some investors are wanting to protect their portfolios that may currently be predominantly in equity. Fairtree Balanced Prescient Fund manager Jacobus Lacock says investors may …

Multi Asset Class Fund Read More »