Fund in the Spotlight | Fairtree Wild Fig Multi Strategy FR QI Hedge Fund: 2023 HedgeNews Africa Awards Nominee

The objective of the Wild Fig Multi Strategy FR QI Hedge Fund is to generate absolute returns irrespective of market direction and create long-term wealth for investors. Since its inception, the Fund has achieved its objective and has delivered 13 consecutive years of positive returns. 

Performance highlights.

 

The Fund has demonstrated a strong trajectory of long-term capital growth. In 2023, the Fund generated 25.25% after fees, significantly outperforming the FTSE/JSE All Share Index (9.25%).

Graph 1: Cumulative performance since inception until end of December 2023

Key features.

 

    • Blended solution: The Fund is a blended solution of multiple uncorrelated investment strategies across local and global asset classes. These investment strategies include directional, long/short and relative value strategies across equity, fixed income and commodity investment markets.
    • Robust process: The consistent application of the Fund’s process, both in security selection and portfolio construction, has resulted in sustainable performance to clients across all time frames, exhibited by the Fund’s track record (13 consecutive years of positive returns).
    • Retail accessibility: Beyond its institutional and qualified investor offering, the strategy is also available as a retail fund, providing individual investors access to this strategy.

     

Did you know?

 

A testament to its remarkable growth, an investment of R1 million in the Fund at inception in August 2010 would have grown to R13.7 million as at December 2023.

If you are interested in further details about the Fairtree Wild Fig Multi Strategy FR QI Hedge Fund, the latest factsheet can be accessed here.

Graph 2: Returns analysis (annualised) as at 31 December 2023

Source: Fundrock, Fairtree (returns analysis net of fees as at December 2023)
Inception date: Aug 2010

Table 1: Risk analysis table as at 31 December 2023

Source: Fundrock, Fairtree (returns analysis net of fees as at December 2023)
Inception date: Aug 2010


Disclaimer:

Collective Investment Schemes are generally medium- to long-term investments. The value of participatory interests (units) may go down as well as up. Past performance is not necessarily a guide to future performance. Collective investments are traded at ruling prices and can engage in scrip lending and borrowing. A schedule of fees, charges, minimum fees and maximum commissions, as well as a detailed description of how performance fees are calculated and applied, is available on request from FundRock Management Company (RF)(Pty) Ltd (“the Manager”). The Manager does not provide any guarantee in respect to the capital or the return of the portfolio. The Manager may close the portfolio to new investors in order to manage it efficiently according to its mandate. Prices are published monthly on our website. Additional information, including key investor information documents, minimum disclosure documents, as well as other information relating to the basis on which the manager undertakes to repurchase participatory interests offered to it, and the basis on which selling and repurchase prices will be calculated, is available, free of charge, on request from the Manager. The Manager is registered and approved by the Financial Sector Conduct Authority under CISCA. The Manager retains full legal responsibility for the portfolio. FirstRand Bank Limited, is the appointed trustee. Fairtree Asset Management (Pty) Ltd, FSP No. 25917, is authorised under the Financial Advisory and Intermediary Services Act 37 of 2002 to render investment management services.

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