Monthly Insights

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Monthly Insights

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January 2022Download Report 
February 2022Download Report 

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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?

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.

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.

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.

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

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.
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.

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

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.

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.

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.

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.