Fairtree Global Real Estate Fund Fact Sheet

Fund Details
Fund Sector
Global – Real Estate – General
Assets Under Management (R m) (Mar 2019)
R60 R 10 16.666%
Number of Accounts (Mar 2019)
27 2 7.407%
Fund Asset Allocations (R m)
Sector Mar 2019 Dec 2018
Equities R 56 R 50
    Local    R 0    R 0
    Foreign    R 56    R 50
Cash Instr. R 4 R 1
    Local    R 1    R 0
    Foreign    R 3    R 1
Property R R eal Est ate R R eal Est ate
On FoF R 0 R 0
Fund Investment Aims, Objective and/or Universe
The Fairtree Global Real Estate Prescient Fund 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.We aim to outperform our index by analyzing the central economic and political drivers in the various geographies, identifying global property sector trends and studying the specific physical property market and equity fundamentals.

The fund has a long term focus, and is well diversified across geographic regions, currencies, real estate sectors and stocks.We will combine our top-down fundamental property market research with rigorous statistical valuation analysis using our proprietary models.We aim to lower fund volatility by adjusting the stocks and cash levels actively, while still outperforming our benchmark.We practice active risk management on a fund, sector and stock basis including the dynamic use of targets and stops.The fund will invest primarily in real estate equities in the United States, Japan, Hong Kong, Singapore, Australia, Europe and the UK.
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