The fund is a specialist real estate fund that aims to deliver total returns (consisting of income and capital) that outperform the FTSE/JSE Listed Property Total Return Index over a rolling 3-year period.
The fund invests in real estate shares listed on the JSE. It has a 100% allocation to a concentrated selection of South African listed real estate shares and has a high-risk profile. This specialist real estate fund is actively managed in line with its objective.
This fund is suitable for investors seeking a fundamentally driven, transparent investment process that focuses on liquid, listed securities solely investing in the domestic listed property market. These investors should be prepared for a long-term commitment, the fund has a moderately aggressive risk profile and may experience some short-term volatility.
Benchmark: FTSE / JSE SA Listed Property TR ZAR
Risk Profile: Moderately aggressive
Launch Date: April 2016
Ideal Investment Timeframe: 3 years or more
