RETIREMENT ANNUITY

Introduction

Retirement Plans provide individuals with a tax-efficient, easy-to-understand and cost-effective way to save towards their retirement. Contributions can be made via debit order, direct deposit or facilitated by your employer.

Benefits

  • Member’s contributions are tax-deductible (subject to legislative limits).
  • Flexibility – As an investor, you can choose from a broad range of industry-leading portfolio managers. This ensures that your investment is suited to your personal financial needs, circumstances and risk appetite.
  • 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.
  • The group contribution option is an extremely cost-effective and simple to administer retirement savings solution for small and medium-size businesses.

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 Solution

PERSONAL SHARE PORTFOLIO

The Fairtree Pre­-Retirement Personal Share 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.”

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