Investec Property Equity Fund

Fund Overview

Fund Fact Sheet

Risk Profile

Low Medium High

Objective

The Investec Property Equity Fund aims to grow income and capital. The fund targets returns in excess of the FTSE/JSE SA Listed Property Index, measured over three year periods.

Investor Profile

  • Aims to maximise income yield and long-term capital growth through investments in listed property stocks.
  • Seeking exposure to the listed property sector with a strong focus on capital preservation
  • Utilising the fund as part of a diversified portfolio

Strategy

The fund maintains an exclusive focus on interest-income generating South African listed property stocks, specifically Property Unit Trusts (PUTs) and Property Loan Stocks (PLSs). The investment team utilises Investec Property Investments’ proprietary research platform to assist in the screening and selection of listed property securities. The focus is on sourcing lines of stock at attractive prices and identifying value opportunities relative to the sector in order to achieve outperformance.

Offshore Exposure:

No

Inception Date:

1 June 2004

Fund Code:

PPFA

Fund Manager(s):

Angelique de Rauville
Investec Asset Management

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The Investec Managed Fund aims to provide investors with stable growth of capital over the long term. The objective is to achieve returns well in excess of the fund’s peer group average, measured over three to five year periods.