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Offshore Funds

MDD/Fund Fact Sheet publishing

Each fund follows a slightly different process for input and approval. As a result of these varying factors, publishing dates of finalised MDD’s for each of our funds may differ. As soon as we have official approval and sign-off of monthly performance and figures, we publish our MDD’s/Fund Fact Sheets.

  • Offshore Funds
  • SA Funds

The Fund is a sub-fund on the Prescient Global Funds Plc UCITS platform. The Fund is suitable for investors who have a low to medium risk profile and who wish to capture upside attractive total returns from income producing assets while minimising downside volatility over the medium to long term.
 

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This is a Global Real Estate UCITS which invests in listed real estate securities in developed markets across the globe.  The fund’s objective is to provide our clients access to high quality, international real estate assets that should benefit from capital appreciation while also delivering solid dividends in USD.
 

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  • Growth Funds
  • Income Funds
  • Hedge Funds
  • Section 12J

The Fund is an actively managed general equity fund with a focus on maximising total returns for the client. The portfolio aims to actively invest in equities with a level of capital appreciation and income potential which is above the FTSE/JSE Shareholders Weighted All Share Index.

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The Fund is an actively managed multi asset class fund. The fund aims to provide a moderate to high risk and return profile, from a balanced range of local and global equity and fixed income markets.

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The Fund is a high conviction actively managed equity fund. The portfolio has a long-term focus invests in securities across all sectors of the JSE Securities Exchange which trade below intrinsic value or have capital appreciation potential.

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Global Funds

The Fund is an actively managed equity fund, investing in listed real estate securities in developed markets across the globe. The fund’s objective is to provide our clients access to high quality, international real estate assets that should benefit from capital appreciation while also delivering solid dividends in USD.

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The Fairtree Global Equity Prescient Feeder Fund aims to create medium to long-term capital growth. To pursue its objective,the fund invests in developed market shares, combining global screening models with the Fairtree active fundamental investment philosophy.

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The Fairtree Global Emerging Markets Prescient Fund is an actively managed global equity fund. The objective of the fund is to offer long term capital growth by investing in emerging equity markets or in companies that derive a significant portion of their revenue in emerging economies.

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Multi-Managed Funds

The Fairtree Flexible Balanced Prescient Fund is a Regulation 28 fund. It combines a diversified blend of worldwide assets, at a low cost. The equity allocation uses systematic quantitative factor-based strategies, with a fundamental active overlay. The objective is to provide competitive after inflation annualized returns measured in rand over a 3 year period.

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The Fairtree Worldwide Multi-Strategy Flexible Prescient Fund aims to provide maximum long term growth by investing in a diversified blend of worldwide assets and strategies. This fund is not constrained by Regulation 28 and it is our best opinion on a balanced investment view. The objective is to provide competitive after inflation annualized returns measured in rand over a 5 year period.

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The Fairtree Invest Strategic Factor Prescient Fund is a Regulation 28 fund. Where our other two funds are ‘all about the investment journey, this fund is more ‘about the destination’. It combines a diversified blend of worldwide assets, at a low cost. The equity allocation maximized, still using systematic quantitative factor-based strategies, with a fundamental active overlay. The objective is to provide competitive after inflation annualized returns measured in rand over a 5-7 year period.

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The Fund is a largely domestic, high yield, fixed income portfolio which aims to return STEFI + 3% after fees through the interest rate cycle.

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The Fund aims to maximize current income while preserving capital and providing daily liquidity to investors by investing in high quality, short-term money market instruments.

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The Fund aims to provide superior risk adjusted returns above ALBI to our clients regardless of market conditions. The fund will aim to return 1% per annum above its benchmark, the ALBI, on a 3 year rolling basis.

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Income Hedge Funds

The objective of the fund is to create medium to long-term wealth for investors by taking advantage of valuation discrepancies that emerge in the credit market.

The fund is focused on South African capital markets.

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The objective of the fund is to provide superior risk-adjusted returns over and above cash irrespective of market conditions over the medium term.

The fund is focused on South African capital markets.

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Growth Hedge Funds

The objective of the fund is to create long-term wealth for investors by extracting alpha from equity markets.  

The fund is focused on South African equity markets.

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The objective of the fund is to create long-term wealth for investors by investing across three asset classes; equities, fixed income and commodities.

The fund is focused on South African capital markets.

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The objective of the fund is to create long-term wealth for investors by investing across a diversified range of alternative investment strategies across multiple asset classes.

The fund is focused on South African capital markets.

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The objective of the fund is to create long-term wealth for investors by taking advantage of valuation discrepancies that emerge within sectors and industries.

The fund is primarily focused on South African equity markets.

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The Fund is a first-of-its-kind South African investment vehicle, specifically aimed at benefiting from the recovery of the Hotel and Tourism Industry. The fund focuses on leveraged acquisitions of hotels significantly below replacement values that are positioned to benefit from the ongoing global economic recovery and the corresponding recovery in the travel and tourism industry.
 

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The Fairtree group consists of the following regulated entities: 1) Fairtree Asset Management (Pty) Ltd (South Africa, license no. 25917); 2) Fairtree Capital Hospitality (Pty) Ltd (South Africa, license no. 46033); 3) Fairtree Asset Management LLP (United Kingdom, license no. 826211); 4) Fairtree Capital International IC Ltd (Guernsey, license no. 2293281); 5) Fairtree Private Client (Pty) Ltd is an Authorised Financial Services Provider. (FSP 12179)

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    Setting Your Investment Goal

    There are various goals that an investor may be desiring to achieve. The important thing to note about goal setting is the element of time . Goals can range from short, medium and/or long term. Whether your reason for investment be for capital growth, for capital preservation, to save toward retirement, for income withdrawals, saving to buy a house, saving to go on a holiday or even investing towards your children’s education, no matter the reason, choosing the correct investment vehicle and fund is key. Fairtree Invest, specializes in multi-managed solutions that are strategically designed to meet their client’s bespoke investment goals. Would you like to start your journey?

    I KNOW WHICH FUND I WANT TO INVEST IN
    HELP ME FIND MY INVESTMENT SOLUTION

    Invest Now

    We will guide you along the investment process.
    Because with us, it is all about the journey.

    This is an Individual Investor Online Application Process.

    **Please Note:
    Our Minimums are € 5,000 for initial lump sum investments.


    STEP 1:
    Please provide us with your Name, Surname, Cell Phone Number and Email Address. A Fairtree consultant will contact you to discuss your interest in this fund.
    ‍
    If this step is unclear kindly email us on clientservices@fairtreeinvest.com and we will assist you.

    Start Step 1

    Invest Now

    We will guide you along the investment process.
    Because with us, it is all about the journey.

    This is an Individual Investor Online Application Process.

    **Please Note:
    Our Minimums are $ 5,000 for initial lump sum investments.


    STEP 1:
    Please provide us with your Name, Surname, Cell Phone Number and Email Address. A Fairtree consultant will contact you to discuss your interest in this fund.

    If this step is unclear kindly email us on clientservices@fairtreeinvest.com and we will assist you.

    Start Step 1

    Invest Now

    To start a New Investment is a three step process. We will guide you along each step.
    Because with us, it is all about the journey.

    This is an Individual Investor Online Application Process.

    **Please Note:
    Our Minimums are R50,000 for initial lump sum investments and R1,000 for debit orders.

    STEP 1:
    Please provide us with your Name, Surname, Cell Phone Number and Email Address. A Fairtree consultant will contact you to discuss your interest in this investment. After this, we will send an email to you containing a link to our secured Online Application process. We make use of OTP (One-Time-Pin) technology for your verification security (This is why we require a valid cell phone number).

    STEP 2:
    Once you receive your email with a link to our secured Online Application process, click on the link. The template is set up to guide you through completing the application form. Along the way you will also be prompted to upload your FICA documentation: Proof of Identification, Proof of Residence as well as Proof of Bank Details (of which the latter two should not be older than 3 months)

    If you are not sure what an acceptable Proof of Identification and Proof of Residence document might be, please click here for a list.

    STEP 3:
    Prescient is our administrator. Once they have received the application from us, processed it, confirmed that all is in order and the FICA verification has taken place, you will receive a Welcome Letter with your investor number and payment details from Prescient. You will also receive the link to the online Fairtree Portal where you can register to view your investments and submit future transactions online. Please allow 2-3 business days for their response.

    If this step is unclear kindly email us on clientservices@fairtreeinvest.com and we will assist you.

    Start Step 1

    Invest Now

    We will guide you along the investment process.
    Because with us, it is all about the journey.

    This is an Individual Investor Online Application Process.

    **Please Note:
    Our Minimums are R50,000 for initial lump sum investments.


    STEP 1:
    Please provide us with your Name, Surname, Cell Phone Number and Email Address. . A Fairtree consultant will contact you to discuss your interest in this fund. After this, we will send an email to you containing a link to our secured Online Application process. We make use of OTP (One-Time-Pin) technology for your verification security (This is why we require a valid cell phone number).

    If this step is unclear kindly email us on clientservices@fairtreeinvest.com and we will assist you.

    Start Step 1

    Invest Now

    To start a New Investment is a three step process. We will guide you along each step.
    Because with us, it is all about the journey.

    This is an Individual Investor Online Application Process.

    **Please Note:
    Our Minimums are R1,000,000 for initial lump sum investments.

    STEP 1:
    Please provide us with your Name, Surname, Cell Phone Number and Email Address. A Fairtree consultant will contact you to discuss your interest in this investment. After this, we will send an email to you containing a link to our secured Online Application process. We make use of OTP (One-Time-Pin) technology for your verification security (This is why we require a valid cell phone number).

    If this step is unclear kindly email us on clientservices@fairtreeinvest.com and we will assist you

    Start Step 1

    Invest Now

    We will guide you along the investment process.

    Because with us, it is all about the journey.

    This is an Individual Investor Online Application Process.

    STEP 1:
    Please provide us with your Name, Surname, Cell Phone Number and Email Address. A Fairtree consultant will contact you to discuss your interest in this investment. After this, we will send an email to you containing a link to our secured Online Application process. We make use of OTP (One-Time-Pin) technology for your verification security (This is why we require a valid cell phone number).

    If this step is unclear kindly email us on clientservices@fairtreeinvest.com and we will assist you.

    Start Step 1

    Invest Now

    We will guide you along the investment process.

    Because with us, it is all about the journey.

    This is an Individual Investor Online Application Process.

    STEP 1:
    Please provide us with your Name, Surname, Cell Phone Number and Email Address. A Fairtree consultant will contact you to discuss your interest in this investment. After this, we will send an email to you containing a link to our secured Online Application process. We make use of OTP (One-Time-Pin) technology for your verification security (This is why we require a valid cell phone number).

    If this step is unclear kindly email us on clientservices@fairtreeinvest.com and we will assist you.

    Start Step 1