Fairtree Equity Market Neutral FR QI Hedge Fund

Fund Inception:  
Minimum Investment:

November 2003
R1,000,000 initial amount

Fund Inception:  
November 2003
Minimum Investment:
R1,000,000 initial amount

The Fund's Goal:

The Fairtree Equity Market Neutral FR QI Hedge Fund aims to create capital growth for investors by extracting excess returns from the
South African equity market by mainly investing in the top 100 listed equities on the JSE (by market capitalization).

Why hedge funds?

Disclaimer:
The information provided in this video does not constitute advice and is intended to be educational in nature and/or to provide a general description of Hedge Funds. This video does not constitute a solicitation, invitation or investment recommendation. Investors are urged to seek specialised financial, legal and tax advice before investing.

Risk Profile:

The Fund holds a blend of lower and higher risk assets and leverage / gearing rarely exceeds 2,5 times the net exposure.

Medium

Explain risk / reward

Assets like equities, property and commodities are classified as higher risk assets. They typically generate higher potential returns, but can also yield higher potential losses than assets like fixed income and cash and cash equivalents.

Investment Horizon:

The ideal investment period for this fund:

Medium – Long Term

Fund Manager

Andre Malan

The Fund is for you if:

  • You have an existing investment portfolio and are looking for ways to enhance returns and further diversify your overall portfolio. 

  • Your view of diversification includes investing in a unique investment strategy that uses gearing / leverage across different asset classes (equities and bond instruments), employing multiple alternative strategies to generate uncorrelated return streams. 

  • Your main objective is to create real investment growth over the medium – long term. 

  • You are in the position to stay invested for 5+ years, allowing the fund to achieve maximum growth (although you may withdraw from the fund at any time). 

  • You are comfortable with a medium investment risk profile. 

  • You wish to generate potential positive returns even when markets are falling, capitalising on downside risk protection that hedge funds typically offer.

Ryan Jamieson

Head: Retail Sales (North & KZN)​

Ryan joined Fairtree in 2016 and is the head of Retail Sales. He has over 25 years of experience in the financial services industry. He joined Momentum in 1998, where he held various roles, such as investment marketing, sales and distribution, over 15 years. In addition, he led the national team of Investment Specialists at Momentum and served on Group Investment Committees. Ryan then joined Investec, where he continued to be involved in the sales, marketing and distribution of the Investec fund range. He returned to Momentum as head of Wealth Management, where he was responsible for the full integration of the investment philosophy, house views, fund solutions and wealth management proposition.