Institutional Investor - Our Funds
 

SA Listed Property

Who Should Invest

This fund is suitable for Institutional investors with a medium to high risk tolerance requiring medium-to long-term capital and income growth through efficient and cost effective exposure to the Listed Property sector in South Africa. The product complies with Regulation 28 of the Pension Funds Act, to the extent that this applies to a specialist asset class portfolio.

Investment Objective

To provide a total return equal to or better than the benchmark while providing long-term capital growth.

MONTHLY PERFORMANCE (%)

-

  • FUND RETURN

  • BENCHMARK RETURN

  • OUTPERFORMANCE

Details

Investment Vehicles

Segregated and Pooled Life

Benchmark

FTSE/JSE South African Listed Property (J253)

Fund Managers

Duncan Schwulst

Inception Date

January 2006

Composite Name

Domestic Real Estate Composite

Minimum Investment Size

Segregated: R500 million

Pooled Life: R20 million

Fees

Please contact us for a proposal