Performance
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Annualised Return Since Inception*
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Benchmark Return
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Outperformance
Portfolio returns are gross of management fees and are as of 31 December 2025.
Performance data source: Truffle Asset Management, Bloomberg.
Investment performance is for illustrative purposes only. Income is reinvested on the reinvestment date.
Investment growth is for the amount of R100 since inception of the portfolio.
*Annualised return is the weighted average compound growth rate over the performance period measured.
Objective
The Flexible Property Strategy aims to deliver income and growth over the long term through active investment in local and offshore property and fixed income assets.
Investable Universe
This portfolio may invest in South African and global listed property securities and interest-bearing instruments.
Why choose this portfolio?
- Full flexibility to allocate between fixed income and property instruments to mitigate risk and adapt to changing investment cycles.
- This portfolio is actively managed through market cycles to provide sustainable returns.
- The unique experience of each of team member contributes to our collective insights and drives our investment process.
