Fairtree Smart Beta Fund Fact Sheet

Fund Details
Fund Sector
SA – Equity – General
Assets Under Management (R m) (Mar 2019)
R422 R 112 26.54%
Number of Accounts (Mar 2019)
47 5 10.638%
Fund Asset Allocations (R m)
Sector Mar 2019 Dec 2018
Equities R 396 R 304
    Local    R 396    R 304
    Foreign    R 0    R 0
Cash Instr. R 6 R 4
    Local    R 6    R 4
    Foreign    R 0    R 0
Property R 40 R 36
On FoF R 0 R 0
Fund Investment Aims, Objective and/or Universe
The objective of the multi -factor Fairtree Smart Beta Fund is ultimately to outperform the FTSE/JSE Capped Shareholder Weighted Total Return Index (CAPPED SWIX) benchmark, with lower volatility and lower drawdowns, with a fee structure similar to traditional index tracking passive funds.

The fund aims to achieve its objective by investing in a diversified basket of South African listed shares.The Fund will endeavour to deliver lower volatility and will seek to deliver performance by focusing on systematic equity selection.The active component lies in the fundamental valua on, quality, momentum and stability factors that each contain significant return predictive information.Each of these factor components are grounded in financial literature and undergo rigorous empirical examination, allowing us to converge on a set of intuitive and statistically proven investment factors.
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