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.
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.
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.
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.
Independant Wraps
Fairtree Cautious Multi-Managed PORTFOLIO
EQUITY RANGE (30-40%)
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 PORTFOLIO
EQUITY RANGE (40-60%)
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 PORTFOLIO
EQUITY RANGE (60-75%)
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 portfolio
personal SHARE portfolio
The Fairtree Pre-Retirement Portfolio 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.
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 [email protected] 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.
“Because with us, it’s all about the journey.”
0861 000 712
Fairtree Private Client (Pty) Ltd is an Authorised Financial Services Provider. (FSP 12179)