Our Funds

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Local 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.
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SA Funds

The objective of the fund is to create medium to long-term capital growth for investors by investing predominantly in domestic equities.

The fund is focused on South African equity markets.

The objective of the fund is to generate long-term wealth for investors by producing inflation beating returns.

The fund is focused on South African capital markets and is Regulation 28 compliant.

The objective of the fund is to create medium to long-term capital growth for investors from a selection of high conviction, concentrated equity opportunities.

The fund is focused on South African equity markets.

The objective of the fund is to create medium to long-term capital growth for investors by investing in both local and global equity markets.

MINIMUM DISCLOSURE DOCUMENTS

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Global Funds

The objective of the fund is to provide access to high quality, international real estate assets that should benefit from capital appreciation while also delivering solid foreign dividends.

The fund is focused on global capital markets.

The objective of the fund is to create medium to long-term capital growth for investors by investing predominantly in global equities.

The fund is focused on global equity markets.

The objective of the fund is to create medium to long-term capital growth for investors by investing in emerging equity markets or in companies that derive a significant portion of their revenue in emerging economies.

The fund is focused on global equity markets.

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Multi-Managed Funds

The objective of the fund is to generate long-term wealth for investors by investing in a diversified range of asset classes.

The fund is focused on South African capital markets and is Regulation 28 compliant.

The objective of the fund is to create medium to long-term capital growth for investors by investing in a diversified blend of worldwide assets and strategies.

The fund is focused on global capital markets.

The objective of the fund is to generate long-term wealth for investors by investing in a diversified blend of worldwide assets and strategies.

The fund is focused on South African capital markets and is Regulation 28 compliant.

The objective of the fund is to provide investors with a high level of income with tolerance for some capital volatility.

The fund is focused on South African capital markets.

The objective of the fund is to maximize current income while preserving capital and providing daily liquidity.

The fund is focused on South African money market instruments and is Regulation 28 compliant.

The objective of the fund is to provide superior risk-adjusted returns over and above the All Bond Index (ALBI) irrespective of market conditions.

The fund is focused on South African capital markets and is Regulation 28 compliant.

The objective of the fund is to deliver a return in excess of FTSE/JSE All Bond Index after fees over the long term.

The fund is focused on South African capital markets and is Regulation 28 compliant.

The objective of the fund is to provide investors with a high level of income combined with stable capital growth.

The fund is focused on South African capital markets and is Regulation 28 compliant.

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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.

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.

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 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 aims to create capital growth for long-term investors by employing various strategies and instruments across a combination of equities, fixed income and commodities.

The fund is primarily focused on South African equity markets.

The objective of the fund is to create consistent long-term wealth for investors irrespective of market direction.

The fund is 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 aims to provide maximum long term growth by investing in a diversified blend of worldwide assets and strategies, including alternatives.

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 7-year period.

The fund aims to provide maximum long term growth by investing in a diversified blend of worldwide assets and strategies, including alternatives.

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 7-year period.

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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.