SA Unit Trust

Ninety One Property Equity Fund

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Objective

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...
      Luqman Hamid
      Portfolio Manager
      Luqman is a portfolio manager responsible for South African real estate portfolios in Ninety One’s global...

      Performance & returns

      Literature & factsheets

      Portfolio & Holdings

      Date as of 28/02/2026
      Sum Of Local Assets
      100
      Property
      99.1
      Cash / Money Market
      0.9

      Distributions & yields

      Specific fund risks

      Liquidity

      There may be insufficient buyers or sellers of particular investments giving rise to delays in trading and the ability to settle trades, and/or large fluctuations in value. This may lead to larger financial losses than might be anticipated.

      Property

      Investments in real estate securities can carry the same risks as investing directly in real estate itself. Real estate prices rise and fall in response to a variety of factors, including local, regional and national economic and political conditions, interest rates and tax considerations.

      Important information

      The information, views and opinions provided are general in nature, for informational purposes only, and should not be construed as advice.

      No action should be taken without appropriate professional guidance. We do not act as advisors or in a fiduciary capacity.

      While we strive for accuracy and timeliness, we make no guarantees as to completeness or correctness and are not obliged to update the information.

      This material does not constitute a full summary of the risks associated with any product, fund, service or strategy.

      Relevant risk disclosures are available in the applicable documents, which can be requested free of charge.

      For details on specific funds, please refer to the relevant fact sheets.

      For mandatory disclosures about this investment, further important information on indices, fund ratings, yields, targeted or projected performance returns, back tested results, model return results, hypothetical performance returns, the investment team, the investment process and specific portfolio names, please click here.