“Creating unique and differentiated best in class fund solutions”
SELECT FR BALANCED FUND
Managed in partnership with Fairtree Asset Management
Background
Fairtree Asset Management is a multi-strategy fund management business headquartered in Cape Town, with total assets under management of R196.1 billion. The firm consists of more than 45 investment professionals across seven specialist investment teams. The portfolio managers are assisted by Fairtree’s individual investment teams, including a team of centralised equity analysts.
Investment Philosophy and Process
The Select FR Balanced Fund is a managed multi-asset portfolio that aims to provide balanced capital growth through diversified exposure to local and global equities, property, bonds, money market instruments and other income-generating assets. Fairtree’s objective is to generate long-term wealth by producing inflation-beating returns. The Fund is actively managed at both the security and asset class level, with asset allocation guided by prevailing market conditions and a disciplined investment process. It may invest in local and offshore collective investment schemes, may use derivatives to reduce risk, and its equity exposure will not exceed 75% of net asset value.
CORE INVESTMENT TEAM
Jacobus Lacock
Cor Booysen
Paul Crawford
| Team member | Position | Qualifications | Years’ experience |
|---|---|---|---|
|
Jacobus Lacock |
Portfolio Manager & Macro Strategist |
B.Comm Honours (Economics), CFA |
21 |
|
Cor Booysen |
Equity Portfolio Manager |
B.Eng (Mechanical) |
20 |
|
Paul Crawford |
Fixed Income Portfolio Manager |
BSc Eng (Elec), MBA, CFA |
26 |