This fund is ideal for investors with a medium-to-high risk tolerance looking for long-term capital and income growth through cost-effective exposure to the South African listed property sector. All growth in the underlying investment is fully exempt from any tax on interest, rental income, dividends or capital gains.
This fund aims to provide total returns (after fees) above the SA Listed Property Index and long-term capital growth, at a lower cost. A ballot is currently underway to amalgamate this fund with the M&G Property Fund.
All returns quoted are T-Class after fees and charges
Investor Class (T): R10 000
Investor Class (T): R500 pm
South African - Real Estate - General
FTSE/JSE South African Listed Property Index (J253)
01 April 2015
No initial fees are charged
Tax-Free Class (T): 0.60%
This fund invests in South African listed property instruments and liquid assets using a valuation-based investing approach. It aims to provide a total return above the South African Listed Property Index with tracking error of not more than 2% per year. No direct investment in physical property may be made.
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