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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.
Sanlam Private Wealth acquired investment manager Brackenham in 2016. The firm was founded by Dave Boonzair , Andrew Hayes, and Maurice Koenis.
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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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| Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent. |
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