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Institutional portfolios

Flexible Property Strategy.

0

%

Annualized Return Since Inception*

R

0

m

Strategy Size

0

MODERATE

Risk Profile

Investment Growth

No Data Found

Portfolio returns are gross of management fees and are as of 30 September 2022.
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.

0

%

Annualized Return Since Inception*

0

%

Benchmark Return

0

%

Outperformance

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?

  1. Full flexibility to allocate between fixed income and property instruments to mitigate risk and adapt to changing investment cycles.
  2. This portfolio is actively managed through market cycles to provide sustainable returns.
  3. The unique experience of each of team member contributes to our collective insights and drives our investment process.

Portfolio Overview

FTSE/JSE SA Listed Property Index

Targeted Return

No

Regulation 28

Moderate

Risk Profile

5 - 7 years

Ideal Investment Timeframe

01 October 2015

Portfolio Inception Date

R250 million

Minimum Investment Amount