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| Fairtree Equity Fund Fact Sheet MDD |
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Fairtree Equity Fund Fact Sheet MDD
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The investment objective of this Jse Capped Alsi Index benchmarked fund is to maximise total returns in the medium to long term for the investors.
The fund will invest across all Jse sectors in securities that trades below thier intrinsic value and those shares that have capital appreciation potential.
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| Fund Sector |
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| SA – Equity – General |
| Fund Maximum Annual Fee * |
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2.16%-Y
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
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| Bi-Annually |
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| Launch Date |
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| Nov 2011 |
15 years ago |
| Fund Benchmark |
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| Jse Capped Alsi Tr I |
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| Fairtree Equity Fund Unit Prices |
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DYN
As of 2025, Botique Collective Investments (BCI) has the biggest number of third party funds followed by Prescient Collective Investments.
In 2015, information platform launched Morningstar itself into asset management by establishing Morningstar Investment Management
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| Distributions Info (in cents) |
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| Asset Allocation Analysis |
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| Prescient |
| Management Company |
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| Fairtree |
| Asset Management |
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| Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation. |
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