Fairtree Global Smart Beta Fund Fact Sheet

Fund Details
Fund Sector
Global Equity General
Assets Under Management (R m) (Mar 2019)
R125 R 23 18.4%
Number of Accounts (Mar 2019)
42 4 9.5238%
Fund Asset Allocations (R m)
Sector Mar 2019 Dec 2018
Equities R 120 R 97
    Local    R 0    R 0
    Foreign    R 120    R 97
Cash Instr. R 2 R 1
    Local    R 2    R 1
    Foreign    R 1    R 1
Property R 0 R 0
On FoF R 0 R 0
Fund Investment Aims, Objective and/or Universe
The objective of the Fund is to generate returns in excess of the S&P Global 1200 Total Return benchmark over the long term, with lower volatility and lower drawdowns than the benchmark.The fund aims to achieve its objective by investing in a diversified basket of shares across the globe that are listed on recognized exchanges.

Up to 100 % of the fund may be invested in foreign securities.The Fund will endeavour to deliver higher risk-adjusted returns than the benchmark by focusing on systematic equity selection.The active component lies in the fundamental Valua on, Quality, Momentum, volatility and Investment factors that each contain significant return predictive information.Each of these factor components are grounded in academic literature and undergo rigorous empirical examination, allowing us to converge on a set of intuitive and statistically proven investment factors.
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