PRESERVATION FUNDS

Introduction

Preservation Plans are easy-to-understand pre-retirement savings solutions. These plans assist in preserving your savings as well as allowing your retirement savings to continue to grow, once you have left an employer’s pension and/or provident fund.

Benefits

  • All growth (Capital and Income) within this investment is completely tax free.
  • Tax Neutral transfer of retirement benefits (assuming tax affairs are in order).
  • Flexible investment choices – members preserve and grow their retirement benefits already accumulated.
  • Transparency – All fees levied on our portfolios are fully disclosed.
  • No Initial Administration Fees – No initial administration fees are levied on this investment.
  • Low Annual Administration Fees.
  • Financial Advisors – You may choose to appoint a Financial Advisor (if required).
  • Regular Reporting – We provide regular and easy to understand investment reports.

House View Wraps

Fairtree Stable Portfolio

The Fairtree Stable Portfolio aims to outperform the benchmark net of investment management fees, over any rolling 3 year period. The portfolio is diversified across the major asset classes utilizing a multi-manager approach, whereby fund managers are combined based on their skills and expertise.

Fairtree Moderate Portfolio

The Fairtree Moderate Portfolio aims to outperform the benchmark net of investment management fees, over any rolling 5 year period. The portfolio is diversified across the major asset classes utilizing a multi­-manager approach, whereby fund managers are
combined based on their skills and expertise.

Fairtree Balanced Portfolio

The Balanced Portfolio aims to outperform the benchmark net of investment management fees, over any rolling 6 year period. The portfolio is diversified across the major asset classes utilizing a multi-­manager approach, whereby fund managers are
combined based on their skills and expertise.

Low Cost Wraps

Smart Beta Balanced

The Fairtree Smart Beta Balanced Portfolio aims to outperform the benchmark net of investment management fees, over any rolling 5 year period. The portfolio is diversified across the major asset classes utilizing a multi-­manager approach, whereby
fund managers are combined based on their skills
and expertise.

Smart Beta Growth

The Fairtree Smart Beta Growth Portfolio aims to outperform the benchmark net of investment management fees, over any rolling 6 year period. The portfolio is diversified across the major asset classes utilizing a multi-­manager approach, whereby
fund managers are combined based on their skills
and expertise.

Independant Wraps

Fairtree Cautious Multi-Managed

The Fairtree Cautious Multi-­Managed Portfolio aims to outperform the benchmark net of investment management fees, over any rolling 3 year period. The portfolio is diversified across the major asset classes utilizing a multi-manager approach, whereby fund managers are combined based on their skills
and expertise.

Fairtree Balanced Multi-Managed

The Fairtree Balanced Multi-­Managed Portfolio aims to outperform the benchmark net of investment management fees, over any rolling 5 year period. The portfolio is diversified across the major asset classes utilizing a multi-­manager approach, whereby fund managers are combined based on their skills
and expertise.

Fairtree Growth Multi-Managed

The Fairtree Growth Multi-­Managed Portfolio aims to outperform the benchmark net of investment management fees, over any rolling 6 year period. The portfolio is diversified across the major asset classes utilizing a multi-­manager approach, whereby fund managers are combined based on their skills
and expertise.

Fairtree Select Pre-retirement Solution

direct stock portfolio

The Fairtree Select Pre­-Retirement Solution aims to provide an aggressive growth opportunity from a niche product solution. The solution aims to outperform the benchmark net of investment fees over a rolling seven-year period. This is achieved by blending Fairtree's concentrated stock portfolio with niche property­, flexible­, offshore­ and income products.

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

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