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Fairtree Balanced Prescient Fund as an investment solution for multi-asset & building block investors.

(For financial advisors & professional investors by Ryan Jamieson.) The flagship, multi-asset fund solution, the Fairtree Balanced Prescient Fund, has produced stellar inflation-beating returns over the last 5 years and continues to challenge the larger, traditional fund solutions in the popular >R1tn multi-asset fund category. According to Morningstar, this top performing fund, managed by Jacobus …

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What are the future implications of the global cost of living crisis?

Investing in an inflationary environment Date: 19 September 2022 For immediate release: The cost-of-living crisis has impacted consumers across the economic divide but, globally, it’s the lower income households that will be the most affected according to leading investment manager Fairtree. Rising costs in fuel, food and energy will result in the poorest 10% of …

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Bucket Approach Strategy

Fairtree What is an Asset Class BACK TO INVESTMENT EDUCATION RECENT EDUCATIONAL VIDEOS Fairtree What is a Platform Fairtree What is a Wrap Portfolio Fairtree What is a Hedge Fund Fairtree What is a Unit Trust Fairtree What is an Asset Class The Difference between Retirement Funds, Retirement…

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 …

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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 …

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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.