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Fund details

Nedgroup Investments Property Fund

Fund objective

A specialist portfolio aiming to secure an optimal overall yield comprising both income and long-term capital appreciation by investing primarily, but not exclusively, in listed property shares and collective investment schemes in property The portfolio shall maintain a minimum effective exposure to real estate securities of 50% or such other percentage as prescribed by ASISA.

Investor profile

The portfolio is suitable for investors who require sector specific exposure to real estate securities as part of their overall investment strategy, with both income generation and capital appreciation as their primary goal over the long term

Sector

Domestic - Real Estate - General

Benchmark

Domestic Real Estate General Unit Trust Mean

Risk rating

Medium to high

Appropriate term

Minimum 5 - 7 years

Income distributions

31 March, 30 June, 30 September, 31 December

Inception date

30 July 2010

Minimum investments

Lump sum R10,000 / Monthly debit order R500

Fees (including VAT)

Initial fee: 0%

Annual management fee (A): 1.14%

Price & Performance

Performance:

1 year to 30 Jul 2010:	-
3 years to 30 Jul 2010:	-
5 years to 30 Jul 2010:	-
7 years to 30 Jul 2010:	-
10 years to 30 Jul 2010:	-

Price at 07/09/2010:

Class: R	\|	Price: -
Class: A	\|	Price: 102.31
Class: A1	\|	Price: -

Fund managers
- Ian Anderson
  
  Ian joined Grindrod Asset Management as Chief...
  
  Fund manager
  
  Ian Anderson
  Fund Manager
  
  BCom, CFA
  
  Ian joined Grindrod Asset Management as Chief Investment Officer in September 2009. Prior to that, he ran his own consultancy where his clients included Marriot Asset Management, Fortress Asset Managers (part of the Resilient group of companies) and the Property Loan Stock Association of South Africa. Ian was the Investment Director at Marriot Asset Management from 2002 to 2007, having joined the firm as an Investment Analyst in 1996. Ian has been involved in the management of specialist listed property portfolios for the past 15 years.
Document downloads
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