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.

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 SHARE 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)