Fairtree Worldwide Multi-Strategy Flexible FR Retail Hedge Fund

Fund Inception:  
Minimum Investment:

January 2022
R50,000 initial amount
R1,000 monthly debit order

Fund Inception:  
January 2022
Minimum Investment:
R50,000 initial amount
R1,000 monthly debit order

The Fund's Goal:

Fairtree Worldwide Multi-Strategy Flexible SNN Retail Hedge Fund aims to create capital growth for long-term investors by investing in multiple worldwide assets through various traditional and alternative strategies and instruments.

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.

Medium – High

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:

Long Term

Fund Manager

Cephas Dube

The Fund is for you if:

  • You are looking for a well-diversified fund, consisting of a combination of traditional unit trusts and hedge funds, that is managed by several award-winning asset managers. 

  • Your view of diversification includes benefitting from dynamic strategy teams employing multiple strategies and instruments across local and offshore markets and different asset classes (equities, property, fixed income and credit, commodities and cash) that generate uncorrelated return streams. 

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

  • You are in the position to stay invested for 7+ years, allowing the fund to achieve maximum growth (although you may withdraw from the fund at any time). 

  • You are comfortable with an investment risk profile that is medium – high. 

  • 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.