Fairtree Equity Fund Fact Sheet

Fund Details
Fund Sector
SA – Equity – General
Assets Under Management (R m) (Mar 2019)
R10 835 R 690 6.3682%
Number of Accounts (Mar 2019)
251 16 6.3745%
Fund Asset Allocations (R m)
Sector Mar 2019 Dec 2018
Equities R 10 760 R 10 067
    Local    R 10 760    R 10 067
    Foreign    R 0    R 0
Cash Instr. R 75 R 79
    Local    R 75    R 79
    Foreign    R 0    R 0
Property R 581 R 841
On FoF R 0 R 0
Fund Investment Aims, Objective and/or Universe
The Fairtree Equity Prescient Fund is an actively managed domestic general equity fund with a focus on maximizing total returns for the client.The objective of the fund is to offer medium to long-term capital growth.

The fund aims to actively invest in equities with a level of capital appreciation and income potential which is above the FTSE/JSE Capped Shareholder Weighted All Share Total Return Index (CAPPED SWIX).The fund has a long-term focus and invests in securities across all sectors of the JSE Securities Exchange which trade below intrinsic value or have capital appreciation potential.The fund may invest in offshore securities when the benefit of higher returns and fund diversification are available.Up to 25% of the fund may be invested in foreign securities.
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