Flexible Balanced Multi Asset

The Fairtree Flexible Balanced Prescient Fund was launched in June 2013

The Fairtree Flexible Balanced Prescient Fund is an actively managed multi asset class fund. The fund aims to provide a moderate risk and return profile, from a diversified and balanced range of asset classes. The fund targets an annualized return of inflation (CPI) plus 5% over a rolling three year period.

This is achieved through active asset allocation and blending together a collection of the best Fairtree strategies into a diversified portfolio. The portfolio has a long-term focus and invests predominately in domestic securities while a foreign exposure of up to 30% is allowed.

"Everything should be made as simple as possible but not simpler"

Albert Einstein


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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