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    M&G Enhanced SA Property Tracker Fund Tax-free

    Latest Price

    -

    Who Should Invest

    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. 

    Risk Profile

    Medium-High Risk

    Investment Objective

    This fund aims to provide total returns (after fees) above the SA Listed Property Index and long-term capital growth, at a lower cost.

    • Tax Free
    • Income & Growth
    • Medium Risk

    Details

    Performance

    All returns quoted are T-Class after fees and charges

    Min Lump Sum

    Investor Class (T): R10 000

    Min Debit Order

    Investor Class (T): R500 pm

    ASISA category

    South African - Real Estate - General

    Benchmark

    FTSE/JSE South African Listed Property Index (J253)

    Inception date

    01 April 2015

    Prices

    Date Unit Price

    Fees

    Initial Fees (excl. VAT):

    No initial fees are charged

    Annual Management fees (excl.VAT):

    Tax-Free Class (T): 0.60%

    • Fund Return

    • Benchmark Return

    • Outperformance

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    Fund Management Approach

    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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