Investment and Return Objective
The Fund offers efficient and cost effective exposure to listed property as represented by the FTSE/JSE SA Listed Property Index. Tracking error to the index is minimised in the process.
The Fund is a property index fund where returns are enhanced by taking advantage of low risk arbitrage opportunities in the market. Additional benefits are gained from efficient implementation of cash flows, dividend reinvestments, management of corporate actions and index rebalancing. The Fund aims to remain fully invested in property shares at all times.
Who Should Invest
Investors who require exposure to SA listed property shares and who are comfortable with the volatility and potential short-term capital losses that can result from exposure to property shares.
Risk Indicator = Aggressive
Risk Indicator Definition
These portfolios typically hold meaningful equity and/or offshore exposure, which may result in significant capital volatility over all periods. Due to their nature expected long-term returns are higher than for the other risk categories.