News Articles

Importance Of Diversification Balanced Investing

Financial Planning, Investment Management, Investment Planning, News Articles, Retirement Planning / By

For an individual investor, knowing how to allocate our investments across different assets like; local equities, global equities, local and global bonds, credit, property, cash, and even hedge funds is an important yet potentially intimidating task. Good investment planning includes the diversification of your portfolio, by combining different assets to reduce risk. This safeguards our …

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Our Best Opinion On Balanced Investing

1 Investment Planning, Financial Planning, Investment Management, Investment Planning, News Articles, Retirement Planning / By

A Portfolio That Simultaneously Achieves Long-Term Wealth And Short-Term Tactical Tilting Core and Satellites Combine ‍The way that we construct our portfolios follows the same Investment Philosophy and Process designed by Lombard Barnard and Cephas Dube. This serves as the foundation to each portfolio we create. All of our portfolios have a ‘core’. This core …

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What Difference Can A Few Days Make In A Long-Term Investment?

1 Investment Management, Financial Planning, Investment Management, Investment Planning, News Articles, Retirement Planning / By

As retail investors we can often slip into trying to time the market in the short term, to get into and out of the investment at the perfect time. However, is there really such a thing in the markets as ‘perfect timing’? No one can predict the exact peaks and turns of the market. The …

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Risk, Patience & Temptation _ Balanced Investing

1 Investment Planning, Financial Planning, Investment Management, Investment Planning, News Articles, Retirement Planning / By

Balanced Investing is not a foreign topic of discussion at Fairtree Invest. There have been several articles and webinars around this topic. Why? We believe it is an important concept to grasp, with many facets to master balanced investing. ‍ Balanced investing is all about allocating your funds across different assets, to ensure long-term growth …

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5 Tips To Set Great Financial Habits For Your

1 Financial Planning, Financial Planning, Investment Planning, News Articles / By

5 Tips to help you set great financial habits for your 2020   Most initiatives begin with the best intentions in mind. As people, our desire is to do well, to succeed and do the best that we can. The key to actually obtaining this is ‘Consistency and Discipline’. Good intentions always get tested and …

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Am I Going To Make It? Retirement

Financial Planning, News Articles, Retirement Planning / By

There are a few things we can wisely adopt before retirement which can assist our retirement savings and general savings as well. As mentioned in the last article, even before the pandemic hit household incomes, many South Africans were already pressed to save enough toward their retirement. In general, South African’s have a poor savings …

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The Fomo Phenomenon Of Investing

1 Investment Management, Financial Planning, Investment Management, Investment Planning, News Articles, Retirement Planning / By

In our last article “Do’s and Don’ts of Investing in 2021”, we spoke to watching out for the FOMO (fear-of-missing-out) mindset, we used an example of this around the Bitcoin phantom rallies expecting to take place in 2021. This, however, is not the only place we can expect to see these events taking place. We …

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Saving And Investing Is Different

1 Investment Management, Financial Planning, Investment Management, Investment Planning, News Articles, Retirement Planning / By

Financial wellness is a journey that requires taking one step at a time. Starting the journey is the most vital step to take. In many regards, an investment can be compared to growing a tree. It may begin as a small seed, but with some good soil, strong roots, regular watering, additional fertilizer and time …

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Your Contribution Tax Benefits

1 Financial Planning, Financial Planning, Investment Management, Investment Planning, News Articles, Retirement Planning / By

It is that time of year again, tax year-end is on its way. 2021 tax year runs from 1 March 2020 to end February 2021. This is a friendly reminder to make your additional contributions to your Retirement Annuity’s and Tax Free-Savings Investments if you wish to maximise your tax benefit for this tax-year. To …

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The Fairtree group consists of the following regulated entities: 1) Fairtree Asset Management (Pty) Ltd (South Africa, license no. 25917); 2) Fairtree Capital Hospitality (Pty) Ltd (South Africa, license no. 46033); 3) Fairtree Asset Management LLP (United Kingdom, license no. 826211); 4) Fairtree Capital International IC Ltd (Guernsey, license no. 2293281); 5) Fairtree Private Client (Pty) Ltd is an Authorised Financial Services Provider. (FSP 12179)

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