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.

Unit Trusts

LOW COST, FACTOR FUNDS

Fairtree INVEST STRATEGIC FACTOR Prescient Fund

The Fairtree Invest Strategic Factor Prescient Fund is a Regulation 28 fund. Where our other two funds are 'all about the investment journey, this fund is more 'about the destination'. It combines a diversified blend of worldwide assets, at a low cost. The equity allocation maximized, still using systematic quantitative factor-based strategies, with a fundamental active overlay. The objective is to provide competitive after inflation annualized returns measured in rand over a 5-7 year period.

Fairtree Flexible BALANCED Prescient Fund

 

The Fairtree Flexible Balanced Prescient Fund is a Regulation 28 fund. It combines a diversified blend of worldwide assets, at a low cost. The equity allocation uses systematic quantitative factor-based strategies, with a fundamental active overlay. The objective is to provide competitive after inflation annualized returns measured in rand over a 3 year period.

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MDD
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MDD

House View Wraps

Fairtree Stable HOUSE VIEW

EQUITY RANGE (30-40%)

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.

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Fairtree Moderate HOUSE VIEW

EQUITY RANGE (40-60%)

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.

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Fairtree Balanced HOUSE VIEW

EQUITY RANGE (60-75%)

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.

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HOW IT WORKS

To start a New Investment is a three step process. We will guide you along each step because with us, it is all about the journey.

STEP 1

CLIENT DETAILS

Please complete all fields in the Client Information document to avoid delays in processing your investment. You may email the completed document to clientservices@fairtreepc.com or you can email it directly to your Fairtree Private Client financial advisor.

STEP 2

INVESTMENT DETAILS, SIGNATURES AND OUTSTANDING DOCUMENTS

We will pre-populate your forms for you and contact you to complete your investment information section. Along with your pre-populated forms, we will request documents which we require in order to complete your instruction.

You will simply need to:

  • Validate and sign your pre-populated application forms
  • Send through the required supporting documents which we will ask you for.

STEP 3

Make Payment

Your investment will be finalized by setting up a debit order or initial investment contribution. 

START STEP 1

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

0861 000 712

clientservices@fairtreepc.com

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