Smart Beta Equity

The Fairtree Smart Beta Prescient Fund was launched in March 2016

The Fairtree Smart Beta Prescient Fund is a South African General Equity Fund that offers investors an informed-passive investment solution. The informed component lies in the selection of stocks with attractive fundamental valuation, quality, momentum and sustainability factors, each containing significant return predictive information. These factor components are firmly

grounded in academic literature and a process of rigorous empirical examination allows us to converge on an intuitive and statistically proven set of investment factors. The aim of a multi-factor Fairtree Smart Beta Prescient Fund is ultimately to outperform the FTSE/JSE Capped Shareholder Weighted All Share Total Return Index (CAPPED SWIX). It ultimately offers investors a low cost, informed passive investment product.

“An appropriate long term allocation, one you are willing to live with through the periods of out- and under-performance is a necessary condition for investment success. Be like a postage stamp – stick to your letter till you get to your destination!”


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.


Yes, Please Proceed    Sorry I cannot Accept Terms
Please note : South Africa is on a COVID-19 lockdown until the 16th of April 2020. Please contact us on for an urgent response to your query.