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
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.
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||1.18%|
|Fund transacting costs||0.05%|
|Total investment charges||1.23%|
|Fund price||Market change||Unit count|
|68.15||-0.53%||221 402 567.2636|
|Cents per unit||Latest date||Frequency|
|1.11||30 September 2021||Quarterly|
Our responsibility towards our clients’ assets forms the foundation of our investment philosophy and approach.