FAIRTREE

Fairtree is a leading global investment manager that manages alternative and long-only investment portfolios across all global asset classes for local and offshore clients. As a trusted investment partner, we continually strive for investment excellence and delivering high-quality returns to our investors, as we have done since our inception in 2003. Our team of investment professionals manage R133 billion* in award-winning portfolios.

Our hedge funds are domiciled and regulated in South Africa and are managed within the regulatory restrictions that apply to Retail Investor Hedge Funds (RHFs) and Qualified Investor Hedge Funds (QIHFs). The divers offering provides exposure to fixed income, equity, commodities and multi-strategy funds with varying risk and return profiles. 

*AUM as at 31 July 2023. The full details and basis of the award are available from the manager.

EXEMPLARY TRACK RECORD

HedgeNews Africa Awards

SA Fixed Income Fund of the Year
2010 & 2011: Fairtree Fixed Income FR QI Hedge Fund
2012 & 2013: Nautilus Fairtree Proton Retail Hedge Fund

SA Multi Strategy Fund of the Year & New Fund of the Year
2011: Fairtree Wild Fig Multi Asset FR QI Hedge Fund
2019: Fairtree Wild Fig Multi Strategy FR QI Hedge Fund
2020: Fairtree Woodland Multi Strategy FR QI Hedge Fund
2022: Fairtree Wild Fig Multi Strategy FR QI Hedge Fund

SA Fund of the Year
2011: Fairtree Fixed Income FR QI Hedge Fund
2017: Fairtree Assegai Long Short FR QI Hedge Fund
2019: Fairtree Assegai Long Short FR QI Hedge Fund

Five-year performance - Single Manager
2018: Fairtree Assegai Long Short FR QI Hedge Fund
2019: Fairtree Assegai Long Short FR QI Hedge Fund
2020: Fairtree Assegai Long Short FR QI Hedge Fund
2021: Fairtree Assegai Long Short FR QI Hedge Fund

Ten-Year Performance - Single-Manager
2022: Fairtree Assegai Equity Long Short FR QI Hedge Fund

AfricaHedge Awards

SA Long Short Equity Fund of the Year
2008: Fairtree Long Short Equity QI Hedge Fund

Symmetry Hedge Fund Awards

SA Hedge Fund of the Year & SA Market Neutral Fund of the Year
2005: Fairtree Equity Market Neutral FR QI Hedge Fund

SA Fixed Income Fund of the Year
2006: Nautilus Fairtree Proton Retail Hedge Fund

Hedge funds*:

• Fairtree Assegai Equity Long Short FR QI Hedge Fund
• Fairtree Equity Market Neutral FR QI Hedge Fund
• Fairtree Fixed Income FR Retail Hedge Fund
• Fairtree Proton RCIS Retail Hedge Fund
• Fairtree Silver Oak Equity Long Short FR Retail Hedge Fund
• Fairtree Wild Fig Multi Strategy FR QI Hedge Fund
• Fairtree Wild Fig Multi Strategy FR Retail Hedge Fund
• Fairtree Woodland Multi Strategy FR QI Hedge Fund
• Fairtree Worldwide Multi Strategy Flexible FR Retail Hedge Fund
• Fairtree Worlwide Multi Strategy Flexible FR QI Hedge Fund

*Sanne Management Company RF (Pty) Ltd name change to FundRock Management Company (FR)(Pty) Ltd effective 10 July 2023.

Unit trusts:

• Fairtree ALBI Plus Prescient Fund
• Fairtree Balanced Prescient Fund
• Fairtree Bond Prescient Fund
• Fairtree Equity Prescient Fund
• Fairtree Flexible Balanced Prescient Fund
• Fairtree Flexible Income Plus Prescient Fund
• Fairtree Global Emerging Market Prescient Fund
• Fairtree Global Equity Prescient Feeder Fund
• Fairtree Global Real Estate Prescient Feeder Fund
• Fairtree Invest Strategic Factor Prescient Fund
• Fairtree Money Market Prescient Fund
• Fairtree Select Equity Prescient Fund
• Fairtree Worldwide Multi Strategy Flexible Prescient Fund
• Fairtree BCI Select Cautious Fund

UCITS:

• Fairtree Global Flexible Income Plus Fund
• Fairtree Global Listed Real Estate Fund
• Fairtree Global Equity Fund