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    M&G Enhanced SA Property Tracker Fund

    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. The recommended investment horizon is five years or longer.

    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.

    • Income & Growth
    • Medium Risk
    • Long Term

    Details

    Performance

    All returns quoted are A-Class after fees and charges

    Min Lump Sum

    Investor Class (A): R10 000

    Min Debit Order

    Investor Class (A): R500 pm

    ASISA Category

    South African - Real Estate - General

    Benchmark

    FTSE/JSE South African Listed Property Index (J253)

    Inception Date

    02 December 2005

    Income Declaration

    Distributed quarterly

    Awards

    Morningstar/Standard & Poor’s

    Prices

    Date Unit Price

    Fees

    Initial Fees (excl. VAT):

    No initial fees charged

    Annual Management Fees (excl.VAT):

    Investor Class (A): 0.55%

    • 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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