BESPOKE PRODUCTS

Introduction

Our Bespoke Products allow us to manage unique retail investment solutions for high net worth clients. These solutions can be managed through RMB Note structures and / or Investec’s Flexible Investment Hedge structure. This allows actively managed portfolio blends of: personalised stock portfolios, hedge funds and traditional units.

Benefits

  • Diversification of risk through a blend of multi-managers
  • Diversification of risk through a blend of asset classes like directional equities, bonds, property, cash, ETF’S, SMART BETA, index trackers and CIS funds with alternative asset classes and instruments offered by hedge funds
  • Hedge fund exposure inside portfolio solution made available through different investment structures
  • Tax-efficient structuring of portfolios through well- respected provides like RMB, Investec, Stanlib, Glacier by Sanlam, Momentum Wealth and Allan Gray.
  • Tailored hedging strategy according to your risk appetite and hedging objectives
  • Flexibility to adjust your hedging strategy during the hedging term
  • Ease of transactions to enter and exit hedging positions
  • Investec’s FIH structure reduces costs and constraints associated with traditional equity hedging arrangements

Our Solutions

FAIRTREE High Net Worth Long-only PORTFOLIO

The Fairtree Long Only High Net Worth Growth aims to provide an aggressive risk growth opportunity by blending a combination of both local and offshore equity. The portfolio aims to outperform the benchmark over a rolling five year period.

FAIRTREE High Net Worth Growth PORTFOLIO

The Fairtree High Net Worth Growth aims to provide an aggressive risk growth opportunity by blending a combination of both local and offshore equity. The portfolio aims to outperform the benchmark over a rolling five year period.

fairtree empress portfolio

The Fairtree Empress Portfolio is our hedge fund of funds portfolio, it aims to provide an aggressive risk growth opportunity by blending a combination of well diversified alternative asset classes and uncorrelated investment strategies. The portfolio aims to outperform the benchmark over a rolling five year period. Investors benefit from the exposure of award winning funds as well as robust capital allocation framework.

FAIRTREE GROWTH HEDGE FUND OF FUNDS PORTFOLIO

The Fairtree Growth Hedge Fund of Fund Portfolio aims to provide an aggressive risk growth opportunity by blending a combination of well diversified alternative asset classes and uncorrelated investment strategies. The portfolio targets to outperform the benchmark
over a rolling five year period. Investors benefit from the exposure of award winning funds as well as robust capital allocation framework. The portfolio manager aims to provide investors with a combination of attractive returns and downside risk mitigation.

PERSONAL SHARE PORTFOLIO

option 1

The Fairtree Personal Share Portfolio is a high conviction concentrated stock portfolio of listed equities across all the sectors of the JSE Securites Exchange of South Africa. The portfolio aims to provide an aggressive risk growth opportunity from local equity exposure.

option 2

The Fairtree Equally Weighted Top 20 is an active high conviction quantitatively managed domestic equity fund with a focus on providing maximum long-term capital growth. Comprised of securities mainly listed on the  FTSE/JSE Top 40 Shareholder Weighted Total Return Index.The fund aims to deliver market beating performance over a rolling five year period.

Need a custom made solution?

“Because with us, it’s all about the journey.”

Fairtree Private Client (Pty) Ltd is an Authorised Financial Services Provider. (FSP 12179)