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 […]

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

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

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

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

Platinum group metals: Dissecting the divergence Written by: Donald Curtayne, Equity Analyst at Fairtree Asset Management Over the last few years there has been a notable divergence in the price performance of the three main platinum group metals (PGMs), namely platinum, palladium and rhodium. Since the broad-based bottoming out of industrial metal prices in early