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 is a research driven investment company.  The investment strategy of Bridge Fund Managers is driven by rigorous and structured investment research, with listed property forming the cornerstone of their asset management expertise. 

Bridge Fund Managers (previously known as Grindrod Asset Management) 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, Bridge 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. 

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 0.02%
Total expense ratio 1.17%
+
Fund transacting costs 0.06%
Total investment charges 1.23%

Price as at eac View all prices

Fund price Market change Unit count
48.03 -0.27% 221 829 445.6413

Income distribution

Cents per unit Latest date Frequency
0.57 30 September 2020 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