Fairtree Balanced Fund Fact Sheet

Fund Details
Fund Sector
SA – Multi Asset – High Equity
Assets Under Management (R m) (Mar 2019)
R66 R 9 13.636%
Number of Accounts (Mar 2019)
15 1 6.6666%
Fund Asset Allocations (R m)
Sector Mar 2019 Dec 2018
Equities R 35 R 27
    Local    R 35    R 27
    Foreign    R 0    R 0
Cash Instr. R 6 R 4
    Local    R 6    R 4
    Foreign    R 0    R 0
Property R 2 R 5
On FoF R 23 R 21
Fund Investment Aims, Objective and/or Universe
The Fairtree Balanced Prescient Fund aims to generate long-term wealth for investors by producing inflation beating returns.

The fund is managed against a composite benchmark that also forms the strategic asset allocation for the fund.The fund invests in a diverse combina on of equities, property, bonds and money market instruments.The fund has a long-term focus and invests predominately in domestic securities whilst up to 25% of the fund may be invested in foreign securities.The fund is actively managed, both at security and asset class level to create capital growth while preserving capital on a real (above inflation) and absolute basis.
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