Cape Town, 28 February 2023: Fairtree’s investment team has again shown their mettle by scooping the Certificate for Risk-Adjusted Performance over five years for the Fairtree Global Equity Prescient Feeder Fund in the Best (SA Domiciled) Global Equity General fund on a risk-adjusted basis category. The Raging Bull awards are regarded as one of the leading and most established investment awards events in South Africa. It recognises top performance in actively managed unit trust funds. The awards ceremony, held in Cape Town on Tuesday evening 28 February, honoured the best actively managed unit trust funds on straight performance over three years and on risk-adjusted performance over five years to the end of 2022.

Fairtree was nominated in the following categories: 

• Raging Bull Award: Fairtree Equity Prescient Fund – best South African Equity General Fund 

• Raging Bull Award: Fairtree Global Equity Prescient Feeder Fund – best (SA-Domiciled) Global Equity General Fund 

• Certificate: Fairtree Balanced Prescient Fund – best South African Multi-Asset High Equity Fund – risk-adjusted performance over 5 years  

• Certificate: Fairtree Global Equity Prescient Feeder Fund – Best (SA Domiciled) Global Equity General Fund – risk-adjusted performance over 5 years 

• Certificate: Select BCI Cautious Fund, managed by Fairtree – best South African multi-asset Low Equity Fund – risk adjusted performance over 5 years 

Fairtree’s Group CEO Kobus Nel, expressed his pride in the team: “We are honoured to have been recognised at the Raging Bull awards for a best-in-category certificate for the Fairtree Global Equity Prescient Feeder Fund. This is an important tribute to our team for their dedication to our sound investment philosophy of creating long-term wealth for our clients, and our purpose, which is to enrich the lives of all our stakeholders,” said Nel. “This Raging Bull certificate affirms our commitment to consistent investment excellence, and our deeply entrenched values that drive every action and decision we make at Fairtree: Excellence, Integrity, Growth, Real Relationships and Family. They form the foundation of our long and valuable relationships with our clients, and we believe this has created a unique culture among our team for investment ideas to flourish.”

The Fairtree Global Equity Prescient Feeder Fund has been a top quartile performer. The fund is informed by Fairtree’s philosophy of investing in growing cashflow streams at attractive valuations. The fund is managed by assessing what the valuations are indicating and actively traded in a way that optimises these opportunities. This has resulted in the fund outperforming in different market conditions. “We have an energetic team of experts that pursue investment excellence. We will continue to grow and remain agile to create consistent returns for our investors,” says Fairtree’s Portfolio Manager, Cornelius Zeeman.

Zeeman goes on to say: “2023 could indeed be the year of active managers especially those in the position to be agile and take advantage of opportunities.”

Issued by Cultivate Communications on behalf of Fairtree. For further information please contact Becky at becky@cultivatecoms.co.za or call on 0823881539.

Note to Editor

Established in 2003, Fairtree is a leading global investment manager that manages alternative and long-only investment portfolios across all global asset classes for local and offshore clients. As a trusted investment partner, we continually strive for investment excellence and deliver consistent and competitive returns while pursuing our purpose of enriching the lives of all our stakeholders. We manage R132 billion in award-winning diverse global portfolios and pride ourselves in our acclaimed specialist teams with meticulous top-down and bottom-up analysis, ensuring a diversified and holistic approach.