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.
2013 - Raging Bull - Best SA Real Estate Fund
2013 - Raging Bull - Best Indirect Property Fund
Counterpoint Asset Management is a research driven investment company. The investment strategy of Counterpoint Asset Management is driven by rigorous and structured investment research, with listed property forming the cornerstone of their asset management expertise.
Counterpoint Asset Management (previously known as Bridge Fund Managers) was established in 2009 as the investment arm of the Grindrod Financial Services Group. They have managed the Nedgroup Investments Property Fund since its inception in 2010.
Driven by the firm’s leadership, Counterpoint continually look to develop the ESG aspects of the business. They acknowledge the principles as set out in the Codes for Responsible Investing in South Africa (CRISA), the United Nations Principles for Responsible Investing (UNPRI), Regulation 28 of the pension funds act, and the King IV codes on corporate governance.
29 July 2010
(ASISA) South African RE General
South African RE General
|excl VAT||incl VAT|
|Fund management fee||1.00%||1.15%|
|Total expense ratio||1.17%|
|Fund transacting costs||0.06%|
|Total investment charges||1.23%|
|Fund price||Market change||Unit count|
|Cents per unit||Latest date||Frequency|
|0.30||31 March 2021||Quarterly|
Our responsibility towards our clients’ assets forms the foundation of our investment philosophy and approach.