PORTFOLIO SHEETS

Portfolio Sheets

Please view our latest portfolio sheets below.  Should you require an older version of any of the available portfolio sheets you are welcome to request it here.

HOUSE VIEW WRAPS:

  • Fairtree Stable Portfolio  (view)
  • Fairtree Moderate  Portfolio  (view)
  • Fairtree Balanced Portfolio  (view)

LOW COST WRAPS:

INDEPENDENT WRAPS:

  • Fairtree Cautious Multi-Managed (view)
  • Fairtree Balanced Multi-Managed (view)
  • Fairtree Growth Multi-Managed (view)

FAIRTREE SELECT PRE-RETIREMENT SOLUTION – direct stock portfolio (view)

  • Fairtree Post-Retirement Solution (view)
  • Fairtree Select Post-Retirement Solution – direct stock portfolio (view) 

WRAP

  • Fairtree High Growth Wrap (view)

UNIT TRUST

  • Fairtree Worldwide Multi-Strategy Flexible Prescient Fund (view)

INCOME / INTEREST

  • Investec CCM Account (view)
  • Fairtree High Yield Income (view)
  • Fairtree High Net Worth Growth Solution (view)
  • Fairtree High Net Worth Aggressive Growth Solution (view)
  • Fairtree High Net Worth Long-only Solution (view)
  • Direct Equity Portfolios (Select) (view)
  • Custom-made for client