Fund objective: The objective of this portfolio is to provide both income and long-term capital appreciation. To achieve this objective, the portfolio will invest in a diversified portfolio of listed real estate securities in the South African market and be actively managed.
The fund aims to provide investors with both income and capital growth over the long term by investing in listed real estate securities listed on the Johannesburg Stock Exchange (JSE). The fund is typically fully invested in shares with a small holding in cash for liquidity management. Returns are likely to be volatile, especially over the short term.
1 February 2024
498m
10,18%
FTSE/JSE All Property Index
No
The portfolio will invest across the full spectrum of listed real estate securities. For efficient portfolio management purposes, the Manager may invest in financial instruments (listed and unlisted derivatives) allowed by the Act to achieve its investment objective. The portfolio will also invest in participatory interests and other forms of participation in portfolios of collective investment schemes, registered in South Africa and other similar schemes operated in territories with a regulatory environment which is to the satisfaction of the Manager and Trustee of a sufficient standard to provide investor protection at least equivalent to that in South Africa and which is consistent with the portfolio’s primary objective.
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