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This fund is ideal for investors who seek exposure to South African listed property as part of a diversified portfolio, with all growth in the underlying investment fully exempt from any tax on interest, rental income, dividends or capital gains. Alternatively, investors looking for a growing income stream but who are willing to be exposed to capital volatility. The recommended investment horizon is 5 years or longer.
The fund seeks to maximise long-term growth from investing in South African listed property markets.
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 All Property Index
09 July 2020
Distributed quarterly
| Date | Unit | Price |
No initial fees charged
Investor Class (A): 1.00%
This fund is an actively managed portfolio investing primarily in South African listed property instruments and assets in liquid form. The Fund may invest in other collective investment schemes and in financial derivative instruments. No direct investment in physical property may be made.
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South Africa
Namibia
Yusuf Mowlana
Rahgib Davids
