Retail Investor Hedge Funds

Ideal for investors looking to enhance and diversify their existing investment portfolios.

What is a Retail Investor 
Hedge Fund (RIHF)?

A Retail Investor Hedge Fund (RIHF) is an investment vehicle, ideally for investors wanting to diversify their investment portfolios and seeking to invest in a fund that responds differently to market changes, compared to traditional asset classes and conventional investment strategies. 

The minimum initial investment per RIHF is R50,000 and / or a monthly contribution of R1,000.

Benefits

01

Easy to start and to manage, giving you control and flexibility.

02

You can select a RIHF from our range to suit your specific needs, financial circumstances and risk appetite.

03

These funds seek to exploit unconventional opportunities in a diverse range of markets that will generate a unique signature of return.

04

RIHFs may consist of a blend of traditional and alternative asset classes.

05

In addition to the extensive exposure to all asset classes, fund managers have an array of extraordinary investment strategies at their disposal to generate and enhance investment returns in all market conditions, whilst simultaneously providing downside risk protection.

06

Ad hoc lump sum contributions can be made and the minimum amounts are subject to the respective product provider’s rules.

07

No maximum contribution limits apply and you enjoy unrestricted access to your money.

Our offering

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.

Fund

Time

Risk

Asset Holdings

Regional Holdings

Fund Factsheet

7+ years

Medium – High

Equity, Property, Fixed Income, Directional Equity, Directional Fixed Income/Credit

Local and Offshore

Time

7+ years

Asset Holdings

Equity, Property, Fixed Income, Directional Equity, Directional Fixed Income/Credit

Regional Holdings

Local and Offshore

Fund Factsheet

1-3 years

Low-Medium

Directional Fixed Income / Bonds

Local  

Time

5+ years

Risk

High

Asset Holdings

Directional Fixed Income / Bonds

Regional Holdings

Local 

Fund Factsheet

1-3 years

Medium-High

Directional Fixed Income / Bonds

Local and Offshore

Time

5+ years

Risk

Medium-High

Asset Holdings

Directional Fixed Income / Bonds

Regional Holdings

Local and Offshore

Fund Factsheet

Time

5+ years

Risk

Medium-High

Asset Holdings

Directional Equity

Regional Holdings

Local and Offshore

Fund Factsheet

7+ years

High

Directional Equity

Local  

Time

7+ years

Risk

High

Asset Holdings

Directional Equity

Regional Holdings

Local 

Fund Factsheet

5+ years

Medium – High

Commodities, Equity and Fixed Income

Local and Offshore

Time

5+ years

Risk

Medium – High

Asset Holdings

Commodities, Equity and Fixed Income

Regional Holdings

Local and Offshore

Fund Factsheet

Let us manage your investment journey.

Our investment solutions are strategically designed to meet our clients’ investment goals and aspirations, placing them on the path to a secure financial future.

Looking to speak to us?

Name(Required)
Ryan Jamieson

Ryan Jamieson

Head: Retail Sales (North & KZN)​

Ryan joined Fairtree in 2016 and is the head of Retail Sales. He has over 25 years of experience in the financial services industry. He joined Momentum in 1998, where he held various roles, such as investment marketing, sales and distribution, over 15 years. In addition, he led the national team of Investment Specialists at Momentum and served on Group Investment Committees. Ryan then joined Investec, where he continued to be involved in the sales, marketing and distribution of the Investec fund range. He returned to Momentum as head of Wealth Management, where he was responsible for the full integration of the investment philosophy, house views, fund solutions and wealth management proposition. 

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Contact us

Get in touch with our experienced hedge fund team to navigate your investments. Have a question? We’re here to help.

Logo Icon White

Contact us

Get in touch with our experienced hedge fund team to navigate your investments. Have a question? We’re here to help.