UNIT TRUSTS AND FLEXIBLE INVESTMENT PLANS

Introduction

Our discretionary and unit trust offering offers a wide range of affordable investment portfolios. Whether it be to secure steady income or growth in excess of inflation, diversification through balanced portfolios or more aggressive capital growth, these portfolios are tailored to meet various investment objectives.

Benefits

  • Access to various asset classes (domestic and international) and extensive investment management experience.
  • Control and flexibility – All fees levied on our portfolios are fully disclosed.
  • All fees levied are completely transparent.
  • No Initial Administration Fees – No initial administration fees are levied on this investment.
  • 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

Fairtree Worldwide Multi-Strategy Flexible Prescient Fund

The Fairtree Worldwide Multi-Strategy Flexible Prescient Fund aims to provide maximum long term growth by investing in a diversified blend of worldwide assets and strategies. The objective is to provide
competitive after inflation annualized returns measured in rand over a 5 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.

Flexible Investment plan

Fairtree High Growth Wrap

The Fairtree High Growth Portfolio aims to outperform the benchmark net of investment management fees, over any rolling 7 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.

Investec CCM Account

Fairtree has partnered with Investec to offer you cash solutions that can be tailored to meet your savings needs. Using Investec’s Corporate Cash Manager (CCM), an innovative and secure online banking system, we ensure your money continuously works hard for you while giving you access and flexibility.

Fairtree High Yield Income

The Fairtree High Yield Income Portfolio aims to provide investors with an outperformance of the benchmark net of investment fees, over a 12 month period. This is achieved with a multi-manager approach, investing in assets in liquid form, including high yielding securities and corporate and government bonds to name a few.

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

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