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. This is not constrained by Regualtion 28 and it is our best opinion on a balanced investment view. 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.

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.

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.

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)