Balanced Multi Asset

The Fairtree Balanced Prescient Fund was launched in January 2017

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. The fund aims to generate long term wealth for investors by producing inflation beating returns

through minimising the risk of capital loss and maximising its ability to deliver returns. The portfolio has a long-term focus and invests predominately in domestic securities. The fund may invest a maximum net foreign exposure of 40%.

"If we become increasingly humble about how little we know, we may be more eager to search"

Sir John Templeton


Investors should take cognisance of the fact that there are risks involved in buying or selling any financial product and that past performance of a financial product is not necessarily indicative of its future performance. The value of financial products can increase as well as decrease over time, depending on the value of the underlying securities and market conditions. 

Hedge funds are portfolios of collective investment schemes and are regulated under the Collective Investment Schemes Control Act, 45 of 2002. Investments in portfolios of collective investment schemes are generally medium to long term investments. Collective investments are traded at ruling prices and may engage in scrip lending and borrowing. The manager of a collective investment scheme may close a portfolio to new investors in order to manage the portfolio more efficiently in terms of its mandate.

The information and documentation presented on this site do not constitute a solicitation, invitation or investment recommendation. Prior to selecting a financial product or fund it is recommended that investors seek specialised financial, legal and tax advice. Fairtree Asset Management (Pty) Ltd accepts no liability of any kind resulting from reliance being placed on any information contained on this website. Fairtree Asset Management (Pty) Ltd endeavours to provide accurate and timely information, but makes no representation or warranty as to the correctness, accuracy, completeness or suitability of any of the information contained on this website. The laws of the Republic of South Africa shall govern any claim relating to or arising from the contents of this website.


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