Fairtree Capital in pole position on latest Morningstar Ratings

Fairtree Capital took pole position in Morningstar Ratings’ latest Analysis of South African Domiciled Asset Managers on 30 September 2017.

This is the first time that Fairtree Capital, with R37 billion AUM, has been included in this survey. They were rated no 1 in the ‘Top Asset Managers (minimum ZAR 5 billion) in South Africa sorted by Asset-Weighted rating with a rating of 4.98. They were rated no 2 in the ‘Top Asset Managers (minimum ZAR 5 billion) in South Africa sorted by Equal-Weighted rating, also with a score of 4.98, behind leaders Allan Gray Unit Trust Management.

Bradley Anthony, Chief Investment Officer at Fairtree Capital said: “We are really honoured that we entered the Morningstar survey as the top rated SA Asset manager in asset weighted category (Q4 2017).”

“More importantly, Morningstar rated our equity and fixed income teams both five star, confirming that we have been able to deliver on our number one objective, which is to deliver good long-term performance to all our clients,” said Anthony.

Link to the full Morningstar Rating Analysis of South African Domiciled Asset Managers.