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 Growth Solution

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.

High Net Worth Aggressive Growth Solution

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

High Net Worth Long-only

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.

Direct Equity Portfolios (Select)

The Fairtree Select 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.

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)