Fairtree Equity Fund Fact Sheet MDD
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Fund Objectives
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.
Monthly Prices
Dec 24
R 4.83    R 0.-6
   -1.23%
High Avg. Low
R 4.97 R 4.52 R 3.98
Fund Information
Fund Sector
SA – Equity – General
Fund Maximum Annual Fee *
2.16%-Y
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Bi-Annually
Fund Information
Launch Date
Nov 2011 14 years ago
Fund Benchmark
Jse Capped Alsi Tr I
Fund Risk Rating
1 2 3 4 5 High
Fund Size
R 22.4 Bil.


Fairtree Equity Fund Unit Prices
SA - MA - I
SA - E - G
SA - E - LC
G - MA - F
SA - IB - VT
G - E - G
SA - MA - F
R - MA - F
SA - RE - G
SA - MA - HE
Did You Know ?

Ashburton Investments was founded in 1983 , currently is a subsidiary Firstrand Ltd.

Mohamed Shaheen Ebrahim was instrumental in the establishemnt of asset maager Oasis Crescent Manco.

With more than 400 co-managed unit trusts , BCI is by far the biggest administrator of unit trusts in SA as of 2020s.

Distributions Info (in cents)
See Also
Aluwani Top 25 Equity Fund
Portfoliometrix SA Equity Fund
Hollard Equity Fund
Sygnia Equity Fund
Aeon Active Equity Fund
Asset Allocation Analysis
Fund Management
Fund Activities
Disclaimer
Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent.