Property Fund

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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.

Awards

2013 - Raging Bull - Best SA Real Estate Fund

2013 - Raging Bull - Best Indirect Property Fund

Investment manager

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.  In September 2020 they were merged with Counterpoint Asset Management, to add depth to the Counterpoint research team and enhance their listed property capability. They now trade under the Counterpoint Asset Management brand.

Counterpoint today is a multi-boutique asset management business which places the highest priority on the stewardship of clients’ assets. In terms of the specific listed property competence, the team have deep skills in the area of constructing portfolios that derive their total returns from a combination of high quality and sustainable income streams, as well as reasonable capital appreciation based on improving long-term cash flows.

Driven by the firm’s leadership, Counterpoint look to continually develop the ESG aspects of the business.  Our investment process now has implicit ESG requirements (particularly governance) and we have a Socially Responsible Investing policy that guides our actions and stewardship of investee companies in this regard.

Risk profile

Low risk High risk
The greater the amount of risk an investor is willing to take on the greater the potential return

Minimum investment

Lump sum: R10 000 Debit order: R500

Recommended minimum period

5 to 7 years

Inception date

29 July 2010

Asisa category

(ASISA) South African RE General

Benchmark

South African RE General

Performance (since inception)

Annual fees and charges eac Fees calculator

excl VAT incl VAT
Fund management fee 1.00% 1.15%
+
Fund expenses 0.03%
Total expense ratio 1.18%
+
Fund transacting costs 0.05%
Total investment charges 1.23%

Price as at eac View all prices

Fund price Market change Unit count
68.15 -0.53% 221 402 567.2636

Income distribution

Cents per unit Latest date Frequency
1.11 30 September 2021 Quarterly

Responsible investing

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Our responsibility towards our clients’ assets forms the foundation of our investment philosophy and approach.

Read more Responsible Investing Link