The Fund aims to provide a total return (the combination of income and capital growth) over the long term
The Fund invests primarily in South African listed property companies and real estate investment trusts including property funds
Seeks to maintain a medium risk profile
Investment may also be made in derivatives (financial contracts whose value is linked to the price of an underlying asset) and other eligible securities not listed on a recognised stock exchange
Fund features
Actively managed exposure to the South African listed property sector, which is broadly underpinned by a tangible asset base
Potential diversification from both general equity and fixed income funds
Offers long-term capital appreciation with the potential for a reasonably predictable, growing income stream
Ann-Maree Tippoo
Portfolio Manager & Head of Engagement and Stewardship
Ann-Maree is a portfolio manager within the South African Multi Asset and General Equity team, forming...
Luqman Hamid
Portfolio Manager
Luqman is a portfolio manager responsible for South African real estate portfolios in Ninety One’s global...
Investment objective summary
The Fund aims to provide a total return (the combination of income and capital growth) over the long term
The Fund invests primarily in South African listed property companies and real estate investment trusts including property funds
Seeks to maintain a medium risk profile
Investment may also be made in derivatives (financial contracts whose value is linked to the price of an underlying asset) and other eligible securities not listed on a recognised stock exchange
Fund features
Actively managed exposure to the South African listed property sector, which is broadly underpinned by a tangible asset base
Potential diversification from both general equity and fixed income funds
Offers long-term capital appreciation with the potential for a reasonably predictable, growing income stream
Ann-Maree Tippoo
Portfolio Manager & Head of Engagement and Stewardship
Ann-Maree is a portfolio manager within the South African Multi Asset and General Equity team, forming part of the leadership team while responsible for the real estate portfolios. Additionally, she has global responsibility, as the Head of Engagement and Stewardship, overseeing firmwide engagement to realise improved investment and sustainability outcomes.
She started her career as an ESG analyst, taking on greater investment responsibility as an equity analyst and later portfolio manager. She holds positions on the boards of the Abe Bailey Trust, and NPO, The Jungle Theatre Company. She represents Ninety One on the ASISA Responsible Investment Committee and on the investment and advisory committees for the Mission for The Inner City.
Ann-Maree holds a Bachelor of Business Science in Actuarial Science from the University of Cape Town and a Master of Commerce in Development Finance from the University of Cape Town’s Graduate School of Business.
Luqman Hamid
Portfolio Manager
Luqman is a portfolio manager responsible for South African real estate portfolios in Ninety One’s global 4Factor team.
Prior to joining the firm, he was an asset manager at Eris Property Group where he was responsible for performance measurement and investment risk monitoring on a property and investment portfolio level. He held a similar role at the Public Investment Corporation.
Luqman holds a Bachelor of Science Property Studies (Honours) degree from the University of Cape Town and is a CFA® charterholder. He also is a member of the Royal Institute of Chartered Surveyors.
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