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.
To provide a total return equal to or better than the benchmark while providing long-term capital growth.
Segregated and Pooled Life
FTSE/JSE South African Listed Property (J253)
Enhanced Index Tracker Property
Segregated: R500 million
Pooled Life: R20 million
Please contact us for a proposal
We believe the ability of asset managers to out-perform, or even match, the property index is very small. This is due to the concentrated and homogenous nature of the listed property sector. We therefore believe that our enhanced indexation approach provides a cost effective exposure to listed property and an optimal trade-off between outperformance and risk.
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