This fund is ideal for investors with a medium-to-high risk tolerance looking for long-term capital and income growth through cost-effective exposure to the South African listed property sector. The recommended investment horizon is five years or longer.
This fund aims to provide total returns (after fees) above the SA Listed Property Index and long-term capital growth, at a lower cost.
All returns quoted are A-Class after fees and charges
Investor Class (A): R10 000
Investor Class (A): R500 pm
South African - Real Estate - General
FTSE/JSE South African Listed Property Index (J253)
02 December 2005
Morningstar/Standard & Poor’s
No initial fees charged
Investor Class (A): 0.55%
This fund invests in South African listed property instruments and liquid assets using a valuation-based investing approach. It aims to provide a total return above the South African Listed Property Index with tracking error of not more than 2% per year. No direct investment in physical property may be made.
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