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Diverse Portfolios Are Key

What Is Diversification? In our last article we mentioned the importance of diversification. However, what is diversification and how do you achieve it inside your portfolio? We learnt that diversifying a portfolio is incredibly important. Behavioural finance research shows that investors understand the importance of diversification, however struggle to apply it in practice. Many investors …

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Multi Asset Class Fund

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 »

Multi Asset Class Fund

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 »

Income funds are critical building blocks of a balanced fund

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 …

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Market Neutral

The Fairtree Market Neutral Equity fund was launched in 2003. The fund’s portfolio typically spans all South African equity sectors, including financials, industrial’s, retailers and resources.

Balanced

The Fairtree Balanced Prescient 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.