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...
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