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Home
Why Us
Our Team
Our Funds
Giving Back
- Fairtree Foundation
- Yellowwood Reforestation Project
News / Insights
Contact us

Home
Why Us
Our Team
Our Funds
Giving Back
- Fairtree Foundation
- Yellowwood Reforestation Project
News / Insights
Contact us

Menu

Home
Why Us
Our Team
Our Funds
Giving Back
- Fairtree Foundation
- Yellowwood Reforestation Project
News / Insights
Contact us

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Fairtree © 2021. All rights reserved. Disclaimer | PAIA Manual | Privacy Notice

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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Offshore Funds

Fairtree Global Flexible Income Plus Fund

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.

Latest Factsheet

MINIMUM DISCLOSURE DOCUMENTS

Application Form

Fairtree Global Listed Real Estate Fund

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.

Latest Factsheet

MINIMUM DISCLOSURE DOCUMENTS

Application Form

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Listed Real Estate Funds

Fairtree Global Real Estate Prescient Feeder Fund

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

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Equity Funds

Fairtree Marula Equity Long Short SNN Retail Hedge Fund

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

Request archived

Entity Application Form
Individual Application Form

Fairtree Assegai Equity Long Short SNN Qi Hedge Fund

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

Request archived

Entity Application Form
Individual Application Form

Fairtree Select Equity Prescient
Fund

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.

MINIMUM DISCLOSURE DOCUMENTS

Request archived

Entity Application Form
Individual Application Form

Fairtree Global Equity Prescient Feeder Fund

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

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Fixed Income Funds

Fairtree Flexible Income Plus Prescient

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

Request archived

Entity Application Form
Individual Application Form

Fairtree Fixed Income SNN Retail Hedge Fund

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

Request archived

Entity Application Form
Individual Application Form

Fairtree Money Market Prescient Fund

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

Request archived

Entity Application Form
Individual Application Form

Fairtree ALBI Plus Prescient Fund

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

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Multi Asset Funds

Fairtree Woodland Multi Strategy SNN QIHF

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

Request archived

Entity Application Form
Individual Application Form

Fairtree Wild Fig Multi Strategy SNN QIHF

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

Request archived

Entity Application Form
Individual Application Form

Fairtree Balanced Prescient
Fund

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

Request archived

Entity Application Form
Individual Application Form

Fairtree Flexible Income Plus Prescient Fund

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

Request archived

Entity Application Form
Individual Application Form

- Step 1 of 5

1. PERSONAL DETAILS

Title:

Mr
Miss
Mrs
Ms

Name *

Surname *

ID Number *

Home Language *

Nationality *

Gender *

Date of Birth *//

Age *

Employment Equity Classification

African
Coloured
Indian
White

2. CONTACT DETAILS

Email *

Mobile Number *

Current Address *

Home Address *

Home Town *

Home Province *

3. HIGH SCHOOL EDUCATION

Name of School *

Highest Grade obtained *

Subject

Level

Subject (copy)

Level (copy)

Subject (copy) (copy)

Level (copy) (copy)

Subject (copy) (copy) (copy)

Level (copy) (copy) (copy)

Subject (copy) (copy) (copy) (copy)

Level (copy) (copy) (copy) (copy)

Subject (copy) (copy) (copy) (copy) (copy)

Level (copy) (copy) (copy) (copy) (copy)

Subject (copy) (copy) (copy) (copy) (copy) (copy)

Level (copy) (copy) (copy) (copy) (copy) (copy)

4. TERTIARY STUDIES

Current Institution you are registered at *

Studying towards which type of qualification Degree *

Name of the Institution you are studying at *

What year did you begin studying towards your qualification? *

What year do you expect to complete your studies? *

Where will you reside during your studies? *

Field of study *

Finance
Investments
Economics

Currently what year of your studies are you in? *

1st
2nd
3rd
4th
Honours

5. ACHIEVEMENTS

Sports *

Hobbies

Awards

6. PREVIOUS STUDIES & EMPLOYMENT

Details of other studies (Current) *

Details of other studies (Past) *

Past work experience *

Are you currently employed? *

No
Part-Time
Full Time

Please provide details to above question *

7. PREVIOUS/CURRENT BURSARY OBLIGATIONS

Have you previously had a bursary? *

Yes
No

Year *

Company *

Amount *

Obligation *

8. FINANCIAL IMPLICATIONS

What do you expect the cost of your studies will be? *

Fees
Books
Accommodation
Meals
Transport
Other

You can select more than one option

How much can you / your family contribute towards the costs? *

How much is your parent’s / guardians combined (before deductions) monthly income? *

If you do not get funding, how will you cover the costs? *

9. MOTIVATION

Please provide us with the reason why you have requested a bursary. *

Please provide us with a short motivation as to why you should be selected. *

What are your career plans after qualifying? *

10. PARENT / GUARDIAN DETAILS

Please select *

Father
Mother
Guardian

Name *

Surname *

Occupation *

Employer *

Contact Number (Home) *

Contact Number (Work) *

Address *

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

11. UNDERTAKING

I hereby certify that to the best of my knowledge the above information is true and correct. In the event of assistance being granted, I am prepared to enter into the required agreement with Fairtree Asset Management in terms of the bursary conditions. *

Yes
No

12. PLEASE PROVIDE THE FOLLOWING DOCUMENTATION WITH THE APPLICATION FORM

ALL DOCUMENTATION REQUESTED MUST BE SUBMITTED TO ENSURE THAT YOUR APPLICATION IS NOT REJECTED

Matric Certificate *

Only PDF's are allowed

Tertiary Academic record (to date) *

Only PDF's are allowed

Proof of Registration *

Only PDF's are allowed

CV *

Only PDF's are allowed

Copy of ID (certified) *

Only PDF's are allowed

- Step 1 of 3

Please Select Department:

Equity
Investment Solutions
Marketing
Operations

1. PERSONAL DETAILS

Title:

Mr
Miss
Mrs
Ms

Name *

Surname *

ID Number *

Home Language *

Nationality *

Gender *

Date of Birth *//