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SETTING YOUR INVESTMENT GOAL
There are various goals that an investor may be desiring  to achieve. The important thing to note about goal setting is the element of time . Goals can range from short, medium and/or long term. Whether your reason for investment be for capital growth, for capital preservation, to save toward retirement, for income withdrawals, saving to buy a house,  saving to go on a holiday or even investing towards your children's education, no matter the reason, choosing the correct investment vehicle and fund is key. Fairtree Invest, specializes in multi-managed solutions that are strategically designed to meet their client's bespoke investment goals. Would you like to start your journey?

I know what fund I want to invest inHELP ME FIND MY INVESTMENT SOLUTION

WITH US, IT IS ALL
ABOUT THE JOURNEY

THERE ARE NO SHORTCUTS TO WEALTH CREATION

OUR BLOGS

April 30, 2021

Risk, Patience & Temptation _ Balanced Investing

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March 31, 2021

Am I going to make it? _ Retirement

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March 31, 2021

Saving’s Appetites in the Pandemic

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February 26, 2021

The FOMO Phenomenon of Investing

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January 28, 2021

DO'S & DON'TS OF INVESTING FOR 2021

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January 28, 2021

YOUR 2021 CONTRIBUTION TAX BENEFITS

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December 21, 2020

2020 'CHANGE PERSONALITIES' AT FAIRTREE

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November 27, 2020

What does a COVID vaccine mean for markets?

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October 30, 2020

US Elections and why it matters to South African Investors.

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September 29, 2020

The JSE VS The S&P500 During COVID-19

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September 16, 2020

Do 'Day-Traders' Really Influence the Market?

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August 31, 2020

Retirement Done Right

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July 31, 2020

Why Combining Hedge Funds and Unit Trust is so Beneficial

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June 29, 2020

Our Best Opinion on Balanced Investing

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September 1, 2020

Drawing Income Wisely

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May 4, 2020

Diversification Jargon

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May 6, 2020

Diverse Portfolios are Key

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April 29, 2020

Why is the Market so Emotional?

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April 3, 2020

FAQ COVID-19 and My Investments - Invest Team Note

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April 3, 2020

Market Turbulence March 2020 Invest Team Note

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April 3, 2020

A Deeper Look into Inflation

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April 3, 2020

5 Tips to Set Great Financial Habits for your 2020

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April 3, 2020

What Moody's 'Junk Status' is All About

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April 3, 2020

Our Approach to COVID-19 Invest Team Note

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April 3, 2020

Inflation is not 'all bad'

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November 28, 2019

Fairtree Invest Portfolio Construction

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February 13, 2020

Factor Investing Success is on the Rise

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November 4, 2019

Bonds in South Africa

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November 4, 2019

Naspers Unbundles

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October 30, 2019

SARB July 2019 Rate Cut

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October 24, 2019

Conversations about Saving

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October 30, 2019

Financial Self-care Tips for Women

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October 8, 2019

The Money Market

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WEBINARS

Combining Core and Satellites Applied

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Drawing Income Wisely

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Best Views on Balanced Investing

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EDUCATIONAL VIDEOS

A Simple Hedge Fund Strategy

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Fairtree Post Retirement Strategy Explained

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Our Bucket Approach Strategy

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Retirement Annuity and a Retirement Fund

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What is a Platform?

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What is a Unit Trust?

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What is a Wrap Portfolio?

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What is Correlation?

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What is Investment Strategy?

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GLOSSARY

Approved
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Asset Classes
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Beneficiary Nomination
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Bespoke
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Capital Gains Tax (CGT)
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Dividend Withholding Tax (DWT)
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Downside Risk
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Dread Disease
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ETF’s
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Fairtree Asset Management
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Fund Manager
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Funeral Benefits
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Group Insurance
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Group Retirement Annuity
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Growth on investment
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Hedge Fund
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Index Trackers
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Investment Horizon
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Investment Objectives
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Investment Portfolio
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Investment Vehicles
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Medical Underwriting
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Multi-Managed Solutions
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Platforms
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Portfolio Construction
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Portfolio Management
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Products
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Retirement Annuity
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Retirement Fund
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Risk Appetite
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Risk Benefits
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Tax- Deductible
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Taxable Income
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Unapproved
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Uninsurable Members
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Unit Trust
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