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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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Tel: +27 21 943 3760
Client Service: +27 861 76 0760
Guernsey: +44 1481 704
Email: clientservices@fairtree.com

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    Multi Asset Funds

    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.

    MINIMUM DISCLOSURE DOCUMENTS

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    Entity Application Form
    Individual Application Form

    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.

    MINIMUM DISCLOSURE DOCUMENTS

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    Entity Application Form
    Individual Application Form

    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.

    MINIMUM DISCLOSURE DOCUMENTS

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    Entity Application Form
    Individual Application Form

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

    MINIMUM DISCLOSURE DOCUMENTS

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    Entity Application Form
    Individual Application Form

    Offshore Funds

    The objective of the fund is to generate a high level of current income through investment in debt and debt-related securities.

    The Fund is a sub-fund on the Prescient Global Funds Plc UCITS platform.

    Latest Factsheet

    MINIMUM DISCLOSURE DOCUMENTS

    Application Form
    Prospectus
    KIID Document

    The objective of the fund is to provide investors with capital appreciation and to generate income over the medium to long-term through exposure to international real estate assets.

    The Fund is a sub-fund on the Prescient Global Funds Plc UCITS platform.

    Latest Factsheet

    MINIMUM DISCLOSURE DOCUMENTS

    Application Form
    Prospectus
    KIID Document

    Listed Real Estate 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.

    MINIMUM DISCLOSURE DOCUMENTS

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    Entity Application Form
    Individual Application Form

    Fixed Income Funds

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

    MINIMUM DISCLOSURE DOCUMENTS

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    Entity Application Form
    Individual Application Form

    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.

    MINIMUM DISCLOSURE DOCUMENTS

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    Entity Application Form
    Individual Application Form

    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.

    MINIMUM DISCLOSURE DOCUMENTS

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    Entity Application Form
    Individual Application Form

    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.

    MINIMUM DISCLOSURE DOCUMENTS

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    Entity Application Form
    Individual Application Form

    Equity Funds

    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.

    MINIMUM DISCLOSURE DOCUMENTS

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    Entity Application Form
    Individual Application Form

    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.

    MINIMUM DISCLOSURE DOCUMENTS

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    Entity Application Form
    Individual Application Form

    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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    Entity Application Form
    Individual Application Form

    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.

    MINIMUM DISCLOSURE DOCUMENTS

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    Entity Application Form
    Individual Application Form