INVEST NOW

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 clientservices@fairtreeinvest.com.

STEP 2 - INVESTMENT DETAILS, SIGNATURES AND OUTSTANDING DOCUMENTS:

Once we receive your completed document, we will pre-populate your application forms for you and contact you to complete your investment information section which will include the fund you wish to invest in.

From here 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.
Start Step 1

Single FUNDS

single funds

MDD/Fund Fact Sheet publishingEach fund follows a slightly different process for input and approval. As a result of these varying factors, publishing dates of finalised MDD's for each of our funds may differ. As soon as we have official approval and sign-off of monthly performance and figures, we publish our MDD's/Fund Fact Sheets.

FAIRTREE EQUITY PRESCIENT FUND
The Fund is an actively managed general equity fund with a focus on maximising total returns for the client. The portfolio aims to actively invest in equities with a level of capital appreciation and income potential which is above the FTSE/JSE Shareholders Weighted All Share Index.
FAIRTREE BALANCED
PRESCIENT FUND
The Fund is an actively managed multi asset class fund. The fund aims to provide a moderate to high risk and return profile, from a balanced range of local and global equity and fixed income markets.
FAIRTREE SELECT
EQUITY PRESCIENT FUND
The Fund is a high conviction actively managed equity fund. The portfolio has a long-term focus invests in securities across all sectors of the JSE Securities Exchange which trade below intrinsic value or have capital appreciation potential.

GLOBAL FUNDS

FAIRTREE GLOBAL REAL 
ESTATE PRESCIENT FEEDER FUND
The Fund is an actively managed equity fund, investing in listed real estate securities in developed markets across the globe. The fund’s objective is to provide our clients access to high quality, international real estate assets that should benefit from capital appreciation while also delivering solid dividends in USD.
Fairtree Global Equity Prescient Feeder Fund
The Fairtree Global Equity Prescient Feeder Fund aims to create medium to long-term capital growth. To pursue its objective,the fund invests in developed market shares, combining global screening models with the Fairtree active fundamental investment philosophy.
FAIRTREE GLOBAL EMERGING MARKETS PRESCIENT FUND
The Fairtree Global Emerging Markets Prescient Fund is an actively managed global equity fund. The objective of the fund is to offer long term capital growth by investing in emerging equity markets or in companies that derive a significant portion of their revenue in emerging economies.

MULTI-MANAGED FUNDS

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 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 fund is not constrained by Regulation 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 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.
FAIRTREE FLEXIBLE 
INCOME PLUS PRESCIENT
FUND
The Fund is a largely domestic, high yield, fixed income portfolio which aims to return STEFI + 3% after fees through the interest rate cycle.
FAIRTREE MONEY 
MARKET PRESCIENT
FUND
The Fund aims to maximize current income while preserving capital and providing daily liquidity to investors by investing in high quality, short-term money market instruments.
FAIRTREE ALBI
PLUS PRESCIENT
FUND
The Fund aims to provide superior risk adjusted returns above ALBI to our clients regardless of market conditions. The fund will aim to return 1% per annum above its benchmark, the ALBI, on a 3 year rolling basis.

INCOME HEDGE FUNDS

FAIRTREE FIXED INCOME SNN RETAIL HEDGE FUND
The objective of the fund is to create medium to long-term wealth for investors by taking advantage of valuation discrepancies that emerge in the credit market.  

The fund is focused on South African capital markets.
MINIMUM DISCLOSURE DOCUMENTS
LATEST MDDREQUEST ARCHIVED
FAIRTREE PROTON RCIS  RETAIL HEDGE FUND
The objective of the fund is to provide superior risk-adjusted returns over and above cash irrespective of market conditions over the medium term.

The fund is focused on South African capital markets.
MINIMUM DISCLOSURE DOCUMENTS
LATEST MDDREQUEST ARCHIVED

GROWTH HEDGE FUNDS

FAIRTREE ASSEGAI EQUITY LONG SHORT SNN QI HEDGE FUND
The objective of the fund is to create long-term wealth for investors by extracting alpha from equity markets.  

The fund is focused on South African equity markets.
MINIMUM DISCLOSURE DOCUMENTS
LATEST MDDREQUEST ARCHIVED
FAIRTREE WILD FIG MULTI STRATEGY SNN QI HEDGE FUND
The objective of the fund is to create long-term wealth for investors by investing across three asset classes; equities, fixed income and commodities.

The fund is focused on South African capital markets.
MINIMUM DISCLOSURE DOCUMENTS
LATEST MDDREQUEST ARCHIVED
FAIRTREE WOODLAND MULTI STRATEGY SNN QI HEDGE FUND
The objective of the fund is to create long-term wealth for investors by investing across a diversified range of alternative investment strategies across multiple asset classes.

The fund is focused on South African capital markets.
MINIMUM DISCLOSURE DOCUMENTS
LATEST MDDREQUEST ARCHIVED
FAIRTREE marula equity long short snn retail hedge fund
The objective of the fund is to create long-term wealth for investors by taking advantage of valuation discrepancies that emerge within sectors and industries.

The fund is primarily focused on South African equity markets.
MINIMUM DISCLOSURE DOCUMENTS
LATEST MDDREQUEST ARCHIVED
FAIRTREE PRIVATE  EQUITY HOSPITALITY FUND
The Fund is a first-of-its-kind South African investment vehicle, specifically aimed at benefiting from the recovery of the Hotel and Tourism Industry. The fund focuses on leveraged acquisitions of hotels significantly below replacement values that are positioned to benefit from the ongoing global economic recovery and the corresponding recovery in the travel and tourism industry.
FAIRTREE GLOBAL FLEXIBLE INCOME PLUS FUND
The Fund is a sub-fund on the Prescient Global Funds Plc UCITS platform. The Fund is suitable for investors who have a low to medium risk profile and who wish to capture upside attractive total returns from income producing assets while minimising downside volatility over the medium to long term.
FAIRTREE GLOBAL LISTED REAL ESTATE FUND
This is a Global Real Estate UCITS which invests in listed real estate securities in developed markets across the globe.  The fund’s objective is to provide our clients access to high quality, international real estate assets that should benefit from capital appreciation while also delivering solid dividends in USD.