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 ?

Simon Hudson and Wiston Floquet founded in 2001 Flagship Asset Management.

JSE listed the first Active Managed ETF , CoreShares Income AMETF in 2023.

Alex Forbes entered the collective investments industry by acquiring the the asset manager Investment Solutions in late 2010s.

Distributions Info (in cents)
See Also
Anchor Equity Fund
Rezco Equity Fund
Ninety One Value Fund
Satrix Mid Cap Index Fund
Satrix Quality Index Fund
Asset Allocation Analysis
Fund Management
Fund Activities
Disclaimer
Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation.