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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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

0861 000 712

[email protected]

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